The heart and soul of JMB Financial Services Group, Josh Barron has helped hundreds of clients pursue their unique plan goals and objectives since 2002.
Growing and preserving your wealth can be an overwhelming responsibility. You want to be assured that your money will be there for you when you need it. We understand. Discover the confidence that comes with knowing you've entrusted your financial future to a team of professionals who always place your interests first—Discover JMB Financial Services Group.
We believe that a key component of comprehensive financial planning is helping our clients navigate the maze of information. We pride ourselves at explaining our plans and investments and providing suitable recommendations to our clients. Our relationships and advice are based on transparency, communication, independence and trust.
We can help ease the burden of wealth management and provide you the financial independence that comes through an open and honest relationship.
Our Team
Ryan J. Quinn, CFP ®
Wealth Manager
As a Wealth Manager with JMB Financial Services Group, Ryan J. Quinn, CFP® has been helping his clients plan for their future since 2002.
Sherry West
Director of Business Operations
Sherry is the JMB Financial Services Group Director of Business Operations. She works with our clients addressing their service needs in a timely and seamless manner. Sherry also handles compliance, marketing, and regulatory oversight for the firm.
Alison Mush
Wealth Management Liaison
Alison is the Wealth Management Liaison for JMB Financial Services Group. She has extensive knowledge in all aspects of client relations, and creates and nurtures long-term relationships with clients, as well as other industry professionals.
Cassondra Barron
Chief Privacy Officer
Cassi Barron is JMB Financial’s Chief Privacy Officer. Cassi focuses on data privacy and security. Cassi brings with her 20 years of experience as a corporate attorney. She has worked with leading technology companies like Signal, Kayak and Orbitz.
Megan A. Gossard
Operations Manager
Megan assists with the firm’s operations, including opening and maintaining accounts, client service and other administrative functions. Her exceptional attention to detail is one of her many assets. She comes to JMB Financial Services Group with a strong background in finance and compliance.
Cheryl Spragg
Client Service Associate
Cheryl has more than thirty years of experience in the financial industry. She joined LPL in 2023 using her extensive knowledge to deliver the very finest client service. Her attention to detail and love for the business makes her a perfect fit for JMB.
The Integrated Partners Team
William Beaudoin, CFS, CBEC®
Vice President of Case Design
Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by product selections. He also works to provide creative solutions to help address the needs of business owners and individuals regarding wealth preservation and estate planning.
Andree Mohr
Chief Implementation Officer
As Chief Implementation Officer, Andree leads our advisor and professional partner growth initiatives. Efficient strategies to run your practice, coaching, training, and managing all firm activities dealing with increasing revenue fall under her leadership.
Ann L. Swartz, CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Ann Swartz has been in the financial industry since 1988. In her role as Chief Operations Officer, she focuses on streamlining processes, improving communications, and finding creative solutions to the challenges inherent in building a strong financial organization.
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate, and charitable gifting strategies, he helps high net worth clients build legacies for them and their families
Gregory Freeman
Advanced Planning Specialist
Greg has over 10 years of experience building comprehensive financial plans for high-net-worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, Greg creates an interactive client experience. He is a graduate of Bentley University with a degree in Finance.
John G. Cataldo, ESQ.
President – Advisory Services, Chief Legal Officer
As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the operations of the independent Registered Investment Advisory firm.
Stephen Kolano, CFA
Managing Director, Investments
An industry veteran with over two decades of experience, Steve firmly believes that identifying the end objectives of clients, their needs, circumstances and what drives them, is the cornerstone of investing and portfolio construction. Each client has a story, and it is his duty as the financial steward to ensure that their portfolio is helping them pursue their personal vision of success.
John C. Pastore, Jr., CRPC®
Senior Vice President, Private Wealth Advisor
John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors, and professional partners.
CRPC conferred by College for Financial Planning.