JR has over a decade of financial services industry experience. Prior to joining HWA Financial Group, JR served as a Relationship Strategist as part of the PNC Wealth Management team. As part of the team, he served as the primary contact for his clients. At HWA Financial Group, JR is involved in all aspects of a client relationship. He provides asset management, portfolio consulting, and financial planning services, looking at each client's financial situation to provide customized solutions to help clients achieve their financial goals.
JR is a Registered Investment Adviser, Chartered Financial Analyst and a Certified Financial Planner®. He earned a Master of Business Administration in Finance from Hood College and a Bachelor Degree from Maryville College. JR is a member of the Baltimore Chartered Financial Analyst Society and Financial Planning Association. He currently serves on the Board of Directors for the ARC of Howard County, where he is also is the chair of the Resource Development Committee.