Bio

Jose started with PMG in 2021 and is responsible for the financial planning and accounting for the family office, including working closely with family members and outside professionals to coordinate their estate and income tax planning requirements. Prior to joining PMG, Jose spent more than 14 years at Deloitte Tax LLP, where he focused on serving family offices, privately held businesses, and ultra-wealthy individuals on tax, estate planning and other financial matters. Jose is a graduate of the University of Illinois at Chicago with a degree in accounting and finance and is an Illinois CPA. Jose currently lives in Chicago, IL with his wife and two children. He serves as a board of director for the Angel Harvey Family Health Center of the Infant Welfare Society of Chicago. In his free time, he enjoys spending time with his family, running, and traveling.