I enjoy helping clients work towards financial success through an honest, impartial genuine desire to provide helpful solutions to their financial questions.
As I work with clients, I provide this service utilizing empathy, understanding, and patience as I work to discover their particular needs. I believe clients would describe me as “easy to talk to” and I have the ability to explain concepts in a way that is understandable. I believe in putting the client first and the rest will take care of itself.
I work with a variety of clients, from individuals to families; younger generations to those in, or close to, retirement; and businesses. I offer advice and solutions to help clients solve specific financial or money concerns in a low-pressure, non-threatening atmosphere.
J.R. began his career as a financial professional in 1989 and has devoted his career to advising clients on financial matters with the goal of preparing them for a secure financial future. He is a past president of NAIFA, the National Association of Insurance and Financial Advisors- Rochester chapter.
J.R. and his wife, Jennifer, reside in Byron and have three grown children.
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Mankato State University with a degree in Business Administration with an emphasis in finance
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He is a past president of NAIFA, the National Association of Insurance and Financial Advisors – Rochester chapter
- Restoring classic cars
- Golf
- Faith
- Spending time with family