JMR Financial Group is staffed by a skilled and talented team ready to support your financial future. Whether you need a financial planner, investment advisor, or support of your QuickBooks software, JMR Financial Group has you covered. We proudly serve Superior, WI, Duluth, MN, and the entire Twin Ports.
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PRESIDENT/SECRETARY
Nathan received a B.S. degree in Accounting from the University of Minnesota Duluth in 1997 and received his Accredited Pension Administration (APA) designation from the National Institute of Pension Administrators (NIPA) in 2001. Nathan is one of only a handful of individuals in the state of Minnesota to hold an APA designation. In 2011, he obtained his Series 65, Uniform Investment Advisor license. As an Investment Advisor, Nathan meets with clients and retirement plan participants concerning their investments and retirement goals. On April 10, 2020 Nathan has been authorized by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to use the CERFITIED FINANCIAL PLANNER and CFP certification marks. Mr. Madill is shareholder at JMR Financial Group and is responsible for the firm’s Investment Management, Financial Planning and Employee Benefits departments. Nathan is also 2013 graduate of the Blandin Community Leadership Program which focuses on developing and sustaining healthy communities by building on community strengths. He has been a board member of Hermantown Youth Soccer Association (HYSA) since 2013; serving as Treasurer in 2013 & 2014 and President from 2015 to present. The Hermantown Youth Soccer Association is committed to providing recreational soccer opportunities to the youth in Hermantown and surrounding communities. HYSA serves approximately 600 youth each year.
VICE PRESIDENT/TREASURER
Prior to the JMR Financial Group merger, Robin had founded and been the Principal of Rosenbaum Business Consulting, LLC (RBC). She has spent the last thirteen years helping businesses uncover opportunities to improve operations and bottom-line results. Robin is a Certified Public Accountant (CPA) with active licenses in Minnesota and Wisconsin. Prior to RBC, Robin spent 14 years in private industry in executive operations and accounting positions, focusing on optimizing efficiencies, strengthening internal controls, and reducing costs. She also has 8 years of public accounting experience prior to her success in private industry. In 2009, Robin earned a Master of Science (M.S.) Degree in Organization and Management from Capella University in Minneapolis, Minnesota. She completed the Bachelor of Science (B.S.) degrees in Economics (1984) and Accounting (1983) from the University of Wisconsin – Superior. Robin’s professional memberships since 1986 include: the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants. She has been a member of the Wisconsin Institute of Certified Public Accountants since 2009. Robin serves as Secretary/Treasurer on the Board of Directors for the Entrepreneur Fund. She is also a graduate of the 2016 Superior/Douglas County Leadership Program.
TAX MANAGER
Brent Ascheman is a Certified Public Accountant (CPA) and a Certified Valuation Analyst (CVA). Prior to joining JMR Financial Group, he spent eight years as a Senior Accountant at a Sartell, MN-based firm. He is an expert in income tax planning and preparation as well as business valuations.
Brent is also a business consultant and can help our clients take their business operations to the next level. He can help improve profitability, management, structure, and strategy.
In 2006, Brent earned his Bachelor of Science (B.S.) Degree in Business Management from St. Cloud State University. Ascheman is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MNCPA), and National Association of Certified Valuators and Analysts (NACVA).
ACCOUNTING MANAGER
Brenda, JMR’s Accounting Manager, holds a Bachelor of Accounting degree from UMD. With over 30 years’ experience in various accounting and management roles, she also led her own firm supporting QuickBooks users. She served as CFO for a mid-size manufacturing firm, and has worked within several industries including healthcare, retail, hotel management and construction. As JMR’s Accounting Manager, Brenda focuses her efforts on leading the accounting department’s growth and efficiency. Brenda is certified in non-profit by the Association of International Certified Professional Accountants.
INVESTMENT ADVISOR
Brian Koski, IAR, one of our Investment Advisors, is a graduate of Gustavus Adolphus College, and holds a B.A. degree in Accounting, with a minor in Computer Science. With over thirty years of accounting experience within the trucking industry, Brian is instrumental in rolling out 401K and flex benefit plans to our business clients. Brian continues to support split roles of internal accounting and investment advisory support. In 2017, Brian obtained his Series 65, Uniform Investment Advisor license. As an Investment Advisor, Brian works with clients and retirement plan participants to maximize their investments and help them reach their retirement goals.
BENEFIT PLAN SPECIALIST
Shelly is a graduate of St Cloud State University. She earned a Bachelor of Elective Studies, focused on math and physics in 2008. Shelly joined JMR in the fall of 2018 as our Benefits Plan Specialist. She manages the day to day processes supporting our benefit plan services. Her prior work history is varied and includes being the Subject Matter Expert in medical claims processing and managing a local midwife office.
CUSTOMER SERVICE SPECIALIST
With more than 20 years of experience in customer service-oriented roles, Krystal Tuve is an asset to JMR Financial Group as a Customer Service Specialist. In this role, she assists investment advisors and clients through professional communication and detail-oriented account management.
Krystal is an alumnus of Colorado Technical University and St. Cloud State University. For the past decade of her career, she thrived while working in the financial sector. As part of this latest phase of her professional journey, she is pursuing her Certified Financial Planner designation.
Krystal’s past experience as a Client Support Specialist at the Lutheran Social Service of Minnesota directly connects to her passions outside of the office. When not at work, she assists her local Salvation Army through bell-ringing and participates in philanthropic events for the Gillette Children’s Miracle Network. She and her family decompress in what she refers to as “the beauty of the Northland” by spending time outdoors.
SENIOR ACCOUNTING SPECIALIST
With more than 30 years of experience in her field, Embie Hoff brings a substantial depth of accounting expertise to the team at JMR Financial Group.
Embie studied accounting at Holy Angel University in the Philippines, earning a B.S. in Business Administration. For the past 24 years, Embie has worked in the non-profit sector, working her way from an accountant to financial manager and ultimately, the director of finance. With her vast understanding of the industry and commitment to following current market trends, she’s eager to help our clients achieve their financial goals.
In her time away from the office, Embie enjoys shopping and exploring the community. She also serves as the president of the Arrowhead Phil-Am Association. In her work with this organization, she hopes to create community for its Filipino members, provide opportunities to learn more about diverse cultures, and preserve the socio-cultural traditions of the Philippines.
ACCOUNTING SPECIALIST
Ms. Nemec is a graduate of the University of Minnesota, Duluth and earned a B.Ac. (Bachelor of Accounting) degree in 1995. She completed her AA degree with a focus on Accounting and Business Administration from Mesabi Community College, Virginia, MN in 1993. For the past 20 years she has worked in various accounting support positions for a few local retail and service businesses in the Duluth area. In January 2016, she joined JMR Financial Group and provides accounting and payroll services.
ACCOUNTING SPECIALIST
Wendy Irons is a proud alum of Duluth Business University, where she graduated with honors – obtaining degrees in both accounting and business administration. In addition to her education, Wendy has 30 years of robust accounting experience that includes time at two Certified Professional Accountant (CPA) firms. Over the years, she has worked with a variety of small business, nonprofit and individual clients. Prior work experience also includes working as an office manager for a local trade association, where she administered its National Pension Fund, along with its national and local association service charges. Wendy is currently serving as Treasurer at her church. All these experiences prepared Wendy to take on her newest role as an Accounting Specialist at JMR Financial Group, joining us in May of 2022. Both her expertise in the field and track record of professionalism prepared her for providing accounting and payroll services to our clients – all while working to ensure their financial peace of mind.
CUSTOMER SERVICE SPECIALIST
When clients call JMR Financial Group on the phone or walk into our Superior, WI location – Amanda Baumtrog is the person to greet them. She is JMR’s Customer Service Specialist, and leverages her upbeat attitude and solution-focused mindset to ensure client needs are not only met, but exceeded.
She expertly manages the financial firm’s office – supporting client communications, client relationship management and vendor coordination. Amanda spent the past decade in customer-oriented roles, primarily at Fortune 500 companies. This includes five years at Target Corporation, where she supported store operations and digital customer service. A recent transplant to Wisconsin, Amanda enjoys spending time at home with her family and two dogs.