You know the adage, “money can’t buy happiness”? It’s kind of our unofficial motto here. Not what you typically hear coming from a financial planning company. But it’s a principle we passionately stand behind.Money can only go so far, regardless of how much of it you have. We are devoted not only to growing your capital to its utmost potential, but investing in your most valuable assets too. Assets such as character. Generosity. Family. We approach financial planning a little differently. To start, we don’t consider your money, well, yours. You’re a steward of resources that affect not only you, but also the lives of the people you love and the world around you. As advisors, it’s our role to provide principled counsel drawing from a worldview that takes more into account.Secondly, we have a different definition of financial planning: the continuous, predetermined allocation of limited resources among unlimited alternatives.Your bottom line can be the mark you leave on the world. Since 2012, we’ve tracked the total value of charitable donations we’ve helped our clients transfer from their JMA-managed accounts to both local and national non-profits. That total today? Over $40,000,000.

Encouragement for YOU. Life is full of hard things and every day we have a new opportunity to DREAM BIG, SHOW UP, and PURSUE BETTER. Everyone has a purpose, a gift, a calling. We are made with the potential and ability for great things. We have dreams on our hearts and goals in our minds. We want to grow and accomplish and achieve.​But life is hard, life is messy, and life is a process. ​People want so badly to get to the end point, reach their potential, and become a success that they forget to embrace the journey. The truth is, every success has a story and that story is the journey. Success is not some end point, success is in the journey. ​This community is all about the journey. Our journey is filled with choices. We get to choose our attitude, our effort level, and how we treat those around us. ​If there is one thing I have learned, it's that life is not meant to be lived alone. Along your journey, you will need four things: love, support, accountability, and encouragement.​Life is the journey. The journey is a process. The process is simple. Find a way to be BETTER EVERY DAY.

Comprehensive financial planning with an emphasis on advanced estate planning strategies.Additionally, I completely rebranded CFG, built a new company website from scratch, launched a blog, YouTube channel, and produced and edited weekly and quarterly videos and client update emails. I implemented new technologies, streamlined systems, and created a client service and communication process.I planned and executed an annual Thanksgiving food drive and a charity golf tournament.