At John Graham & Associates, we spend a lot of time thinking about legacies and what they mean to us and our clients. From the very beginning, our goal has been to help as many people as possible build a brighter future for themselves and those they care about. Thanks to clients like you who have helped us grow our client base by referring your family and friends to us, we have needed to restructure our service model and work as a team to continue ensuring a high level of service for every client. Here are some of the recent exciting updates to our team:
A member of the JGA admin team since 2019, Sarah’s industry expertise, customer service experience, and organizational skills make her a perfect fit to keep our office running smoothly. Under Sarah’s leadership, the administrative team continues to be your first point of contact with our office, always available to answer your questions and assist with your accounts.
As of Oct. 1, JGA has brought on experienced advisor and CERTIFIED FINANCIAL PLANNER Josh Miller, as well as his Administrative Assistant, Amanda Rector. Josh and Amanda are established members of their community with a longstanding commitment to providing the best possible advice and service. Josh has been a financial advisor with our broker-dealer for more than 18 years, and in combination with Amanda’s 17+ years of industry experience, this makes them an invaluable addition to the JGA team.
JGA is passionate about helping the next generation of financial professionals grow and become leaders in our community. Our two newest Financial Consultants, Emily Bruington and Sarah Wynn, have brought a fresh perspective to our team. Originally from Galesburg, Emily is an alumna of the University of Illinois with a degree in Agricultural and Consumer Economics focused on Financial Planning. Sarah is a native of Pekin with a background in accounting and credentials that include a bachelor’s degree from Illinois State University.
When JGA opened its doors in 1996, there were just three employees: John Graham, his son, Michael Graham, and one assistant. Today our dedicated and experienced team of eight financial consultants and nine support staff also includes the next generation of the Graham family. Mike’s son Aidan has joined our team as an Operations Associate assisting the administrative team as he continues to further his education. JGA takes pride in being a truly family-owned business, and we are thrilled to be bringing the next generation along.