My Role:
JR is a Practice Manager and Life Insurance Agent with 9 years of experience in the financial services industry. He is involved with Life Insurance, Financial Plan input and case management.
Work History:
JR has gained a tremendous amount of experience over the years working with clients on a case-by-case basis.
Where I Come From:
JR grew up in the Buffalo, New York area and spent a number of years in Nashville, Tennessee for school and work. His passions outside of the industry are for hockey, classic cars, motorcycles, construction and skiing.
Education:
JR attended Nashville State and Gordon College.
My Why:
JR loves how the financial services industry is always evolving and with it, his clients' needs. Working alongside individuals and families to best suit their short- and long-term goals has been the driving factor behind his work. Legacy building is nothing new to JR as his family has been in the industry for decades.
*JR is not licensed to offer securities or financial advisory services.