J.R. focuses on wealth planning and portfolio construction. J.R. earned a bachelor’s degree in Finance from Marquette University and holds Series 7 and 66 securities licenses. He has earned the professional designation of Accredited Asset Management Specialist (AAMS®) by the College of Financial Planning in 2007.
J.R., his wife, Lori, and their two daughters reside in Shorewood. He is a former Board Member of the Eisenhower Center and involved in the mentor program at Marquette University. J.R. loves spending time with his family as well as playing golf, traveling, and Marquette University basketball.