Our Mission

How We Work

Because we believe becoming financially responsible should feel good!

Our mission is to help you learn what you are missing: Do you long for an advisor who wants to make a difference in your life - an advisor whose goal is to help you focus on the critical financial issues that may not present themselves to you on a regular basis?

JAG Financial brings together research, perspective, products, and experience to assist you in making sound financial decisions. You want to create, maximize and preserve wealth for yourself and your loved ones.

Meet Joy A. Gorney, CFP®

Meet Kris Hefner

One of our primary goals is to develop a long-term, trusting relationship with you.

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