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Samuel Epstein Email & Phone Number

Financial Planning Associate at JMG Financial Group, Ltd.
Location: Downers Grove, Illinois, United States 3 work roles 2 schools
1 work email found @vernontwp.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@vernontwp.com
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Current company
JMG Financial Group, Ltd.
Role
Financial Planning Associate
Location
Downers Grove, Illinois, United States
Company size
59 employees

Who is Samuel Epstein? Overview

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Quick answer

Samuel Epstein is listed as Financial Planning Associate at JMG Financial Group, Ltd., a company with 59 employees, based in Downers Grove, Illinois, United States. AeroLeads shows a work email signal at vernontwp.com and a matched LinkedIn profile for Samuel Epstein.

Samuel Epstein previously worked as Wealth Management Intern at Mowery & Schoenfeld Wealth and Wealth Management Intern at Strategic Advisors Of Illinois. Samuel Epstein holds Bachelor'S Of Science In Finance, Finance from Gies College Of Business - University Of Illinois Urbana-Champaign.

Company email context

Email format at JMG Financial Group, Ltd.

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{first_initial}{last}@vernontwp.com
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AeroLeads found 1 current-domain work email signal for Samuel Epstein. Compare company email patterns before reaching out.

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Profile bio

About Samuel Epstein

I am a Financial Planning Associate at JMG Financial Group, LTD. In that role I provide technical support to the financial advisors, work with the financial advisors to help clients achieve their personal financial goals and objectives. My primary duties include preparing personal financial statements, schedules, tax projections and various reports by collecting, analyzing, and summarizing information for clients. JMG is a wealth management firm whose principal office is located in Downers Grove, Illinois.

Current workplace

Samuel Epstein's current company

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JMG Financial Group, Ltd.
Jmg Financial Group, Ltd.
Financial Planning Associate
downers grove, illinois, united states
Website
jmgfinancial.com
Employees
59
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3 roles

Samuel Epstein work experience

A career timeline built from the work history available for this profile.

Wealth Management Intern

Strategic Advisors Of Illinois
Jun 2022 - Jan 2023
Team & coworkers

Colleagues at JMG Financial Group, Ltd.

Other employees you can reach at jmgfinancial.com. View company contacts for 59 employees →

WA William Alexander, Cfp® William Alexander, Cfp® Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → RR Roxanne Ruceis Roxanne Ruceis Colleague at Jmg Financial Group, Ltd. Greater Chicago Area, United States View → JD Jeff Dohner, Cfa, Cpa Jeff Dohner, Cfa, Cpa Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → DE Douglas Evans Douglas Evans Colleague at Jmg Financial Group, Ltd. Oak Brook, Illinois, United States, United States View → VS Victor Susanto, Cima® Victor Susanto, Cima® Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → SM Steven Medwed Steven Medwed Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → AA Aaron Ahlstrom, Cfp ® Aaron Ahlstrom, Cfp ® Colleague at Jmg Financial Group, Ltd. Burnsville, Minnesota, United States, United States View → TK Tony Kozaili Tony Kozaili Colleague at Jmg Financial Group, Ltd. Greater Chicago Area, United States View → BL Bobby Lively, Cfp® Bobby Lively, Cfp® Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → JK Josh Kowalczyk, Cfp ® Josh Kowalczyk, Cfp ® Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View →
2 education records

Samuel Epstein education

FAQ

Frequently asked questions about Samuel Epstein

Quick answers generated from the profile data available on this page.

What company does Samuel Epstein work for?

Samuel Epstein works for JMG Financial Group, Ltd..

What is Samuel Epstein's role at JMG Financial Group, Ltd.?

Samuel Epstein is listed as Financial Planning Associate at JMG Financial Group, Ltd..

What is Samuel Epstein's email address?

AeroLeads has found 1 work email signal at @vernontwp.com for Samuel Epstein at JMG Financial Group, Ltd..

Where is Samuel Epstein based?

Samuel Epstein is based in Downers Grove, Illinois, United States while working with JMG Financial Group, Ltd..

What companies has Samuel Epstein worked for?

Samuel Epstein has worked for Jmg Financial Group, Ltd., Mowery & Schoenfeld Wealth, and Strategic Advisors Of Illinois.

Who are Samuel Epstein's colleagues at JMG Financial Group, Ltd.?

Samuel Epstein's colleagues at JMG Financial Group, Ltd. include William Alexander, Cfp®, Roxanne Ruceis, Jeff Dohner, Cfa, Cpa, Douglas Evans, and Victor Susanto, Cima®.

How can I contact Samuel Epstein?

You can use AeroLeads to view verified contact signals for Samuel Epstein at JMG Financial Group, Ltd., including work email, phone, and LinkedIn data when available.

What schools did Samuel Epstein attend?

Samuel Epstein holds Bachelor'S Of Science In Finance, Finance from Gies College Of Business - University Of Illinois Urbana-Champaign.

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