RJ is our Investment Lead, and technical Financial Planner. With more than 23 years of experience, RJ helps clients make confident decisions in complex seasons—especially in the final working years leading into retirement.
Known for his calm, steady approach, RJ specializes in reducing uncertainty for families who want clarity around portfolio strategy, tax-aware retirement distributions, and the transition from accumulation to income. He works closely with clients to remove decision fatigue and build a plan that supports the lifestyle they’ve worked hard to create.
RJ earned his degree in Financial Planning from Virginia Tech and has always been drawn to the structured, problem-solving side of the profession. Over the course of his career, he has seen how consistency, discipline, and a thoughtful process can help families feel more organized, more confident, and more in control of their financial lives.
Originally from Ohio and now slowly migrating south, RJ enjoys golf, weightlifting, baking, and cooking (especially during the holidays). A sports buff, RJ also follows many college and professional sports. He has a long-standing interest in computers, technology, and programming, which reflects his curiosity and love of understanding how systems work.
Stop by the office any time, and you may just get sent home with a bag of RJ’s cookies (we can’t eat them all!)
