This advisor specializes in the following areas of expertise:
- Advising Medical Professionals
- Middle Income Client Needs
- Newlyweds & Novice Investors
- Ongoing Investment Management
- Retirement Planning & Distribution Rules
STRS Ohio Benefits
I’m the founder of JGR Financial Solutions…a firm committed to providing financial planning solutions in terms you can understand. When it comes to personal finances, my top priority is to help you understand your current situation and develop a plan to reach your goals so you can spend time focusing on what’s most important in life. Regardless of your stage of life, I believe you should have access to professional financial planning advice.
I strive to understand my client's needs and refrain from using the financial jargon that’s so frequently tossed around. As a result my clients are actively involved and confident in the long-term plans we put together.
I am an active member of the National Association of Personal Financial Advisors (NAPFA), serving on multiple committees to help educate consumers and advance the profession of fee-only financial planning.
I will always be a Purple Raider at heart, having graduated Summa Cum Laude from Mount Union College in Alliance, Ohio with Bachelor of Arts degrees in Accounting and Business Administration. While at Mount Union, I led the golf team to its first appearance in the NCAA tournament in five decades. My priorities have changed a lot since that time, but I still enjoy chasing the ball around the golf course when time permits.
Despite living in Canton, Ohio, home of the Pro Football Hall of Fame, I rarely find myself glued to the television on Sundays in the Fall. I have a wonderful wife, two boys, a dog and enjoy spending as much time outdoors as the weather permits, vacationing to Disney World and the beach, being with my church family, and participating in community events.
NAPFA Start Date
March 07, 2011
Industry Start Date
December 01, 2006