I’m JR, and I specialize in managing investments to help my clients pursue their financial goals. My approach is all about teamwork—working closely with you to develop personalized solutions that adapt to your changing needs. I believe financial planning should be an ongoing, fluid process, not just a one-time document.
As a financial advisor with over 16 years of experience, I have a genuine passion for the industry and helping people. What sets me apart is my commitment to transparency, education, and client-focused service. I ensure you understand your investments, why they were chosen, and how they align with your goals.
I primarily serve clients who align with traditional American values, especially those in blue-collar professions and municipal pensions. My career started on the corporate side, but I quickly realized that a client-first approach was essential. That’s why I transitioned to a platform that allows me to focus on what truly matters—your needs and goals.
What I’m most proud of in my career is the trust and appreciation I’ve earned from my clients. It’s incredibly rewarding to know that I’ve made a positive impact on their lives, whether it’s helping them navigate significant life events or simply providing them with the confidence that their financial future is in good hands.
Outside of work, I’m very involved with my family. My wife, Abbey, and I have been married since 2004, and we’re passionate about giving back to our community, especially through local schools and athletic programs. I am a proud father of Zane and Molly, whom I love coaching in sports and spending weekends with the family at Tygart Lake. We’re also animal lovers, with four rescue dogs and three rescue cats, and we proudly support our local humane society. In my free time, I enjoy playing guitar, golfing, and cheering on the Mountaineers!