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.
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.
Jennifer O’Brien
Client Service Associate
Jennifer brings a strong background in operations, administration, and customer service. By using her organizational skills and attention to detail, she provides an exceptional client experience. Her commitment to efficiency and service makes her a valuable member of the JMB team
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
President
As the president of Integrated Partners, Andree serves as a driven leader, visionary, and implementor for the organization. Andree's adept workflows and nimble judgment have proven instrumental in creating a culture of innovation, efficiency, and collaboration.
Stephen Kolano, CFA
Chief Investment Officer
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.
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
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.
Ann L. Swartz, CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Ann Swartz has been in the financial industry since 1988. In her role as Chief Compliance Officer, she focuses on regulatory compliance, financial controls, daily operations, and information technology management.
John C. Pastore, Jr., CRPC®
Executive Vice President
John Pastore is an Executive 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 partners.
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning