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.
General Information |
| Firm Start Year: | 1998 | |
| No. of Employees: | 1 | |
| Name of Broker/Dealer: | Lincoln Financial Securities |
| Name of Custodial Firm: | NFS |
| Number of Years with Current Firm: | 18 |
| Advisory Services Provided: | Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Life, Variable Annuity, Annuity |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Assets Managed by Advisor: | $25,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Additional Details on Charges: | Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design |
Education |
| Bachelors of Science - Criminal Justice | Texas State University
- San Marcos, Tx. 09/1987-05/1992 |
Disclosures |
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WiserAdvisor provides client referrals to financial professionals of Lincoln Financial Securities Corporation ("LFS"). WiserAdvisor is not a current client of LFS for brokerage or investment advisory services. LFS's financial professionals pay cash compensation to WiserAdvisor for client referrals, which gives WiserAdvisor a financial incentive to make client referrals to LFS's financial professionals, resulting in a conflict of interest. For additional information, please review this detailed disclosure document: For information regarding LFS's investment advisory services, please review LFS's Form CRS and Forms ADV, Part 2A, which are available at: https://www.lincolnfinancial.com/public/general/clientdisclosures. |
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Additional Detailed Disclosures |
Disclaimer |
| 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. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
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 |
| Addison | Allen |
| Carrollton | Coppell |
| Dallas | Frisco |
| Lake Dallas | Lewisville |
| Little Elm | Plano |
| Prosper | Richardson |
| Rockwall | Rowlett |
| Check |
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