TEAM

Our staff hails from a wide range of backgrounds and disciplines that support our mission to provide the most comprehensive financial services to our clients. Our team includes financial planners, tax professionals, legal counsel, investment research, and talented support staff.

We invest heavily in our staff, and so perhaps unsurprisingly, the average tenure at JGUA is over 15 years.

ADVISORS

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Elizabeth Bitterman
Elizabeth Bitterman, JD

Todd-Brost_099R2
Todd A. Brost, CFP®
Kate-12-20122
Kathryn W. Gerwig, CFP®
BBG2
Brandi B. Graham, CTFA, CFP®
Amanda-12-20122
Amanda L. Herrick, CFP®
Nick Jensen
Nick Jensen, CPA
Nick Jensen
Trevor Johnson, JD
Mason_Jones
Mason M. Jones, CFP®
Kelly-Lewis-(2)2
Kelly M. Lewis, CFP®, JD
Barbara-Markell_068R2
Barbara B. Markell, CFP®
Karen-Meriwether-Nov-20102
Karen B. Meriwether, CFP®
David-Mirsky_115R2
David A. Mirsky, CPA/PFS, CFP®, CMA
IMG_Jason2
Jason D. Nickerson, CFP®, EA
Judith-Palumbo2
Judith A. Palumbo, JD, CFP®
Tom-Snow2
Thomas G. Snow
John Ullman
John G. Ullman
Darren-Wilcox
Darren Wilcox, JD, CFP®
Peter-Winnett2
Peter J. Winnett, CFP®