Multiple Vice-President Organizational Changes Announced for Southeast Toyota Finance and JM&A Group

April 27, 2023

Southeast Toyota Finance | JM&A Group

To best prepare for the continued evolution of the automotive industry and in keeping with the company’s focus on enhancing leadership, JM Family Enterprises announced several vice-presidential leadership changes within its subsidiaries, Southeast Toyota Finance (SET Finance) and JM&A Group.

“We believe that these exciting shifts within our leadership will bring new perspectives to both SET Finance and JM&A Group,” said Dan Chait, president of JM&A Group and SET Finance and executive vice president of JM Family Enterprises. “By creating these developmental opportunities for our associates, we are working to bolster each company’s value proposition in the field and provide faster use of data with our partners. We are eager to see the fresh views each of these individuals bring to their new roles to continue evolving our business.”

After 24 successful years with JM&A Group, Laurie Kelley has been named vice president of Sales and Marketing for SET Finance, the captive finance company for 177 Toyota dealers throughout Alabama, Florida, Georgia, North Carolina and South Carolina. For the past four years, Kelley has served as vice president of Marketing at JM&A Group where she spearheaded the development of digital and lead generation capabilities.

“We couldn’t be more pleased to have Laurie joining SET Finance,” said Bill Shope, senior vice president and chief operating officer of SET Finance. “She brings with her a wealth of experience, industry knowledge and strong leadership skills, all of which we look forward to seeing in action.”

Charlie Einhorn has joined JM&A Group as vice president of Customer Services. Einhorn has spent the last 26 years with SET Finance, most recently serving as vice president of Corporate Strategy. He brings with him a strong history of leading strategic initiatives and the ability to proficiently leverage data and analytics capabilities.

JM&A Group’s sales function saw two changes as Brian Walwyn transitioned to vice president of Sales and Sandra Porceng was appointed vice president of Sales Enablement. Walwyn, a 29-year veteran associate of the sales team previously served as vice president of Field Sales. In his new position, he will have full oversight of the company’s sales branch. With this change, Porceng, an associate at JM Family for more than 25 years, will be transitioning from customer service to sales where she will lead the newly formed sales enablement team, which consists of three linked work groupings: sales, analytics and optimization.

Additionally, Josh Bass has assumed responsibility for all Data & Analytics activities at JM&A Group as vice president of Data, Analytics and Product Insights. Bass has been deeply involved in the development of JM&A Group’s new services which will continue in his new role, with his key functional area consisting of product development, actuarial and data science and data delivery.

Mike Gray has joined the JM&A Group leadership team as vice president of Product Development. Gray has held numerous roles of increasing responsibilities at sister companies Southeast Toyota Distributors and SET Finance, most recently serving as vice president of Sales, Marketing and Dealer Experience at SET Finance. Drawing from his vast sales knowledge gained during his time spent in the automotive industry, he will be a key asset in supporting the company’s strategic focus.

“At JM&A Group, we are committed to finding innovative ways to improve our dealer partners’ experiences,” said Scott Gunnell, senior vice president and chief operating officer of JM&A Group. “These changes will make it even easier for our partners to have continued success and growth. We look forward to seeing what the team will accomplish in their new roles.”

About Southeast Toyota Finance
Southeast Toyota Finance (part of World Omni Financial Corp.) is a captive financial services company driven to delivering an exceptional dealership and customer experience for Toyota customers in the Southeast. The company offers a broad range of products and services to the 177 Toyota dealers in Alabama, Florida, Georgia, North Carolina, and South Carolina. Southeast Toyota Finance is the leading provider of finance and lease options for new Toyota vehicles within its footprint, consistently ranking at the top in market share and dealer satisfaction. The company is committed to strong dealer relationships and customer service, providing finance, retail and lease programs, college graduate and military rebate programs that drive customer and dealer loyalty. The company’s portfolio of dealer loans includes inventory financing, real estate, and construction loans.

Southeast Toyota Finance is a subsidiary of JM Family Enterprises, Inc., a privately held company with more than $20 billion in revenue and more than 5,000 associates, which is headquartered in Deerfield Beach, Florida.

About JM&A Group
JM&A Group, a leader in the F&I industry for more than 40 years, serves more than 3,800 automotive dealerships nationwide. Comprised of Jim Moran & Associates, Inc. (JM&A), Fidelity Warranty Services, Inc. (FWS), Fidelity Insurance Agency, and Courtesy Insurance Company, it provides a variety of products and services such as F&I training and consulting, vehicle protection plans, used vehicle certification programs, pre-paid maintenance plans and GAP programs. Additionally, the company has more than 800 associates, including a dedicated sales force of 300+ associates who support process implementation for dealer operations and digital sales strategies. National Truck Protection Co. Inc., a division of JM&A Group, is the leading vehicle service contract provider in the commercial truck industry and serves customers across a variety of channels throughout the U.S. and Canada including OEM, independent dealer groups, aftermarket truck resellers, agencies and direct-to-consumer. For more information about JM&A Group’s products and services, call 1-800-553-7146 or visit

JM&A Group is a division of JM Family Enterprises, Inc., a privately held company with more than $20 billion in revenue and more than 5,000 associates, which is headquartered in Deerfield Beach, Florida. Interact with JM Family on Facebook, Instagram and LinkedIn.

Media Contacts

Christie Caliendo

Director, Public Relations & Integrated Marketing