Effective January 1, 2018, Jannsen Wealth Management is R&R Wealth Management, LLC.  

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Our Team

Our Team

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Terry Jannsen, CPA, CFP®

Financial Advisor

(262) 696-5165

LinkedIn

 

Terry is involved in every aspect of the business, but working with his clients remains his top priority. Being knowledgeable, responsive and acting with integrity are at the core of how he operates.  He wants each client to walk out of his office feeling like a friend, not just a transaction, and he believes that planning for the financial future, while rooted in reality, can still be fun. Terry has passed the FINRA Series 7 and 66 exams. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification and Certified Public Accountant designations. He is able to provide advice on the big picture, making sure each financial decision is weighed against its tax implications as well.

Terry graduated from the University of Wisconsin – Whitewater with a Bachelor of Business Administration in accounting in 1986. For 25 years he provided both tax and wealth management services to the Waukesha County community while at Jannsen + Company, where he was recognized as a shareholder in 1995 and later as president. Terry founded Jannsen Wealth Management in 1997 - a practice dedicated to helping others find and achieve a wealthy life.   In January 2018, Jannsen Wealth Management combined with R & R Insurance Services headquartered in Waukesha, Wisconsin.   

Serving his community has been a passion of Terry’s. He is a board member of the Justin J. Watt Foundation and the Bryon Riesch Paralysis Foundation. He is also an avid sports fan and can be found cheering on the Admirals! He and his wife, Lisa, have two college-graduate children they are very proud of—a son, Taylor, and a daughter, Kelsey.

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Alisha Schulz, CRPS®

Financial Advisor

(262) 696-5166

LinkedIn

Alisha specializes in employer-sponsored retirement plans, financial plan development, and client relationship management.  Alisha works closely with business owners and their employees to provide ongoing education and support with their 401k and other employer-sponsored retirement plans.  She enjoys working with young adults to help get them started on a savings path toward a more financially secure future. Clients and members of the R&R Wealth Management team can count on her to provide quality services, respond quickly, communicate effectively, and always bring her positive energy to any situation.

Alisha graduated from the University of Wisconsin—Milwaukee in 2008 with a Bachelor of Science in architectural studies. Soon after joining a wealth management firm in 2012, Alisha passed the FINRA Series 7 and Series 66 exams, as well as the exam to offer life insurance. In 2014 she earned the Chartered Retirement Plans Specialist certification and successfully worked towards earning the title of Financial Advisor in 2015. 

She lives in the Town of Genesee with her husband and two cats. She loves to travel and cook—she’s even known to make the best chocolate chip cookies!

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