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.
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. J.R. graduated from Mankato State University in 1987 with a degree in Business Administration with an emphasis in finance. 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. In his free time, J.R. enjoys restoring classic cars, golf, faith, and spending time with his family.