JR is a Managing Director and Senior Wealth Advisor who oversees Waldron’s Philadelphia office.
For more than 25 years, JR has been helping entrepreneurs and their families simplify their financial lives. After graduating with a finance degree from the University of Shippensburg, he earned a Master’s of Finance from Temple University.
Prior to joining Waldron, JR served as a Managing Director and Relationship Manager at Pitcairn. JR is a lifelong learner; he is a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Trust and Fiduciary Advisor.
At Waldron, JR specializes in planning services and enjoys building long-term relationships with clients through wealth advisory. By working this way, he helps his clients find more time in their lives to do the things they enjoy most.
Outside of the office, JR enjoys travel, golf, cooking, and many outdoor activities. He also serves as a board member of the Shippensburg University Foundation. He resides in Philadelphia with his two sons and dog.