As  your team, we help you make financial decisions in an organized, coordinated and integrated fashion...

all the while keeping you in control. 

We provide many services, but ultimately, it's your decisions that move the process forward.

Joe Yocavitch with wife, Lynn and their 2 children, LiAna and Michael

JOSEPH M. YOCAVITCH,  President, JML Financial Group A proven leader in the financial services industry since 1982. He is president of JML FINANCIAL GROUP - financial professionals specializing in strategic financial and estate planning using personal financial economics. He is a graduate of the Life Underwriting Training Council, and is a registered representative and financial advisor of Park Avenue Securities LLC.  He has dedicated his career to furnishing a full range of services and products with proven performance records. Joseph meets the needs of high net worth individuals, successful professionals, business owners and retirees. he focuses on tax reduction, estate plannng, business insurance, and investment strategies. Through consistent effort and a reputation for outstanding service, he has built a solid client base and expanded his business through referrals from satisfied clients and other professionals. He believes that commitment to excellence is a habit, not an act. Joseph recommends only those strategies to others that he would apply to himself. Joseph conducts seminars on various topics for individuals, businesses and associations interested in improving their knowledge of personal finance. he is routinely invited to speak to groups on estate planning concepts. In his spare time, Joseph enjoys golf, boating, and most of all, his family.

 

Robert C. Kievit, Senior Vice President Robert C. Kievit, CLU, LUTCF is a twenty-eight year veteran of the Financial Services industry.  Currently serving as Senior Vice President and Profit Center Officer at National Financial Network, LLC. Bob brings a wealth of knowledge and successful experience to NFN and JML Financial Group. He has a long-standing reputation within the industry as a high-level development specialist, helping the experienced and inexperienced with equal dedication. Bob is a valuable resource to all of our clients.

Lynn Yocavitch, Vice President of Operations Withover 20 years of experience in Sales and Marketing, Lynn joined her husband in 1993. Lynn plays a key role in professional development, strategic planning, forecasting and business profitability. Committed to help their clients with all aspects of their financial planning. Everyone will agree Lynn is Queen Bee.

Marie Adams, Executive Assistant Marie is a talented individual with strong management and administrative background. She meticulously plans, schedules and administrates office operations, overseeing data entry, processing new business and telephone support.  Her excellent communication skills help clients move through the process as smoothly as possible.

Salvatore Punturiero, Associate Salvatore Punturiero is a graduate of LaSalle University, with a degree in Accounting. Salvatore began his career working in public accounting for PricewaterhouseCoopers as a tax accountant. Sal is now an associate of JML Financial Group, Inc where he began his career in financial and estate planning. Salvatore's practice focuses on advising individuals and small business owners. His extensive tax background enables him to have a keen grasp on the strategic planning he does for his clients.  " At JML Financial Group, Inc, I am in a privileged position to provide my clientele with strategies based on their unique time horizon, financial objectives, risk preferences, and tax considerations. I pride myself on the relationships I have cultivated with my clients. I am truly invested in their financial futures."