Having recently transitioned to the financial services industry, JR brings over 10 years of experience in serving major utility and industrial clients in a technical capacity. He draws on his experience to contribute valuable analysis and planning, while understanding the importance of providing honest, trusted guidance to help clients pursue their goals. JR joined Old York Advisors of Raymond James in 2016, and enjoys cultivating relationships with the individuals and families he works with.
He completed the Accredited Asset Management SpecialistSM or AAMS® certificate program. The extensive curriculum includes the asset management process, the measurement of risk, return, and performance, investment strategies, investment taxation, asset allocation process, insurance products for investment clients, business ownership and planning, retirement planning considerations, estate planning considerations, and regulatory and ethical issues.
JR holds a Bachelor of Science in Mechanical Engineering from Virginia Tech. He began his career with the technical design and sale of air pollution control equipment for coal-fired utility and industrial power plants.
During this time, JR developed his commitment to the following key principals:
JR supports several charities, typically involving cycling, paddling, or motorsports. He believes we leave our legacy through those we assist and the joy we bring to others.
JR resides in Phoenixville, PA with his wife, Suzanne, and their three children. He enjoys competing in amateur motorsports events with the Philadelphia SCCA, mountain biking at French Creek State Park or Wissahickon Park, or kayaking the Schuylkill and Delaware Rivers. Both JR and Suzanne enjoy being active, and frequently enjoy family cycling trips on the many local trails