One Firm, One Strengthened Focus – To Increase Your Net Worth
We have news – and we are so pleased to share it with you! From all of us at JMR Financial Group, we are excited to announce an exciting improvement to the way we provide premier financial services for our valued clients. While we remain, as always, focused on increasing your net worth – we now have more resources to optimize the way we guide you to financial freedom.
JMR Financial Group has joined forces with ZMC & Associates. We will still operate under the JMR brand, and Robin and Nathan will continue to be part of the leadership team. For over 15 years, ZMC & Associates has been a leading provider of accounting, tax, and CFO outsourcing services to small businesses. They are known for effectively leveraging technology to help small business owners transform their financial management while maintaining high standards of quality and excellence.
JMR’s Value Proposition Will Be Stronger
Clients will continue to save time and money by outsourcing hiring, training, and ongoing management of their financial operations to JMR Financial Group. However, our interconnected financial solutions, which includes accounting, tax, wealth management and benefits administration will be stronger and allow us to be in a better position to help clients improve their net worth.
We now have the resources to provide staff with consistent upskilling, so they improve their abilities to provide a consultative and solution-based approach to serving clients’ unique needs; and keep up to date with ever-changing tax, accounting and wealth management trends and regulations. Furthermore, the goal is to provide clients with analysis that results in savings, and improved decision making and strategic planning.
Robin said, “From a business perspective, becoming a ZMC & Associates company was a no-brainer. Their business operating system is designed to optimize their people, processes, and systems. This will significantly benefit our clients and employees. Most importantly, our core values are in alignment.”
Change is inevitable and necessary to improve and grow. According to Nathan, “Clients should expect change for the better in terms of new secure and robust technology and improved service since ZMC & Associates invest in consistent upskilling of staff.” In the coming weeks we’ll share more announcements on the process, service lines and technology improvements we have on deck, so we encourage you to continue following our email announcements and follow us on Facebook, Instagram and LinkedIn to ensure you stay up-to-date.
Our Powerful Leadership Team
Robin and Nathan will continue to be actively involved with running JMR Financial Group. However, the leadership has expanded and will ensure long-term success. It will incorporate the expertise of Zephrina Cazaubon, CEO of ZMC & Associates. Gail Woronick is another new addition to the leadership team. She has over 20 years of experience of optimizing people, processes, and systems, and implementing business operating systems that help take firms to the next level. Zephrina said, “ZMC & Associates shares many of the values and goals of JMR Financial Group. I’m inspired by JMR’s clients, and we look forward to serving them as well as providing support to Robin and Nathan in providing exceptional service to their valued clients.”
Thanks for your ongoing support!
JMR’s Leadership Team
Nathan Madill | Robin Rosenbaum | Zephrina Cazaubon | Gail Woronick