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, CERTIFIED FINANCIAL PLANNER, INVESTMENT ADVISOR
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.
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.
INVESTMENT ADVISOR
Tyler Madill, Investment Advisor, graduated from The College of St. Scholastica in 2018, and holds a B.S. degree in Finance, with minors in Accounting and Business Management. In 2019, Tyler obtained his Series 65, Uniform Investment Advisor license. As an Investment Advisor, Tyler meets with clients and retirement plan participants concerning their investments. Tyler played golf collegiately at St. Scholastica and still enjoys the sport. When he is not playing golf, you will find him fishing.
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.
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.
SENIOR ACCOUNTING SPECIALIST
JMR Financial Group hired Diane Whiffen as a senior accounting specialist in 2020, and she is a welcome addition to our team. With more than two decades working in financial services, she brings a wealth of knowledge and cross-industry experience to our accounting department. Diane earned her Bachelor’s Degree in English and Communication from The College of St. Scholastica in Duluth, MN. She obtained another Bachelor’s Degree in Accounting from City University of Seattle. In addition to her vast career experience, she is an accomplished flutist, playing in the North Wind Flute Choir and Duluth Symphonic Winds Community Band.
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.
TAX SPECIALIST
Caitlin Hare, Tax Specialist, is a graduate from The College of St. Scholastica. Caitlin earned her Bachelor of Science degree in Accounting and Finance with a minor in Communications in 2019. During her college years, she was a member of the cheerleading squad, serving as Captain her senior year of school. Prior to joining JMR Financial Group in January 2020, Caitlin has worked in banking and private and public accounting settings with an emphasis on tax compliance. As one of our accounting software specialists, Caitlin prepares business and individual tax returns as well as supporting our business accounting clients. Currently, she is working towards obtaining her Certified Public Accountant designation. Ms. Hare is a QuickBooks ProAdvisor.
CUSTOMER SERVICE SPECIALIST
Jessica, JMR’s Customer Service Representative, holds a Bachelor of Science degree from Purdue University. With more than 20 years of experience in customer service, Jessica is a vital asset to supporting JMR Financial Group’s clients. She has worked in several industries, including 10 years in restaurant management, where she specialized in event planning and brand management. As part of her well-rounded background, she was a youth swim coach in college and currently teaches swim lessons at the Superior YMCA. In her spare time, Jessica is a distance and trail runner who frequents Twin Ports trails.
CONSULTANT
Mr. Madill continues to be a consultant for JMR Financial Group. Prior to the JMR Financial Group merger, Mr. Madill had co-founded Jablonski-Madill, Inc. He was Vice President/Secretary and a Director of that firm for the past 34 years. Mr. Madill holds a B.S. degree in History from the University of Minnesota, Duluth in 1969 with a minor in Economics. He received his Chartered Life Underwriter (CLU) designation from the American College of Life Underwriters at Bryn Mawr, Pennsylvania in 1975. He received his Certified Financial Planner (CFP) designation from the College of Financial Planning in Denver, Colorado in 1985.
