Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (16) and Addison (14). I enjoy coaching my daughter's volleyball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.
At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M.
My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.
|Firm Start Year:||1998|
|Name of Broker/Dealer:||Lincoln Financial Securities|
|Name of Custodial Firm:||NFS|
|Number of Years with Current Firm:||18|
|Advisory Services Provided:||Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Insurance Products & Annuities, Financial Planning for Individuals|
|Investment Types:||Annuities, Insurance, Exchange Traded Funds (ETFs), Mutual Funds|
|Can meet clients in the following ways:||Via Email, Via Phone, Your Office, Your Home, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Life, Disability, Annuity|
|Advisor's Number of Clients:||200|
|Assets Managed by Advisor:||$25M|
Compensation and Fees
|Additional Details on Charges:||Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design|
|Bachelors of Science - Criminal Justice||
Texas State University - San Marcos, Tx.
|I am a registered representative of Lincoln Financial Securities offered through Lincoln Financial Securities Corp., a broker-dealer(member SIPC). Investment advisory services offered through Lincoln Financial Securities which is not affiliated with JMG Wealth Management.|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|