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Achieve Intentional Living

Candid Conversation •  Objective Listening •  Experienced Consulting

Client Centered



R&R Wealth Management is a diversified, multi-advisor firm providing comprehensive, tax-optimized, financial planning to both business and individual clients. 

Our clients benefit from the collective knowledge of our expanding team.   Embracing collaboration, R&R Wealth Management financial advisors draw upon each other’s strength and area of expertise to design a multi-faceted, holistic plan unique to each client.


PURPOSEFUL PLANNING         Creating a solid plan that outlines your current and future goals helps you stay

                                                      focused on achieving them.

PRESERVING PROSPERITY      Building and maintaining assets helps you create financial stability for you and

                                                      your family over the long term.

PROTECTING PROMISES          Planning for your financial future enables you to protect the long-term goals

                                                      and promises you made to yourself and those you love. 

The R&R Wealth Management Team

Terry Jannsen, CPA, CFP®

Terry Jannsen, CPA, CFP®

Financial Advisor

(262) 696-5165

(262) 696-5148

Terry@rrwma.com

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Tom Driscoll, CLTC

Tom Driscoll, CLTC

Financial Advisor

(262) 696-5167

(262) 696-5148

Tom@rrwma.com

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Alisha Schulz, AIF®, CRPS®

Alisha Schulz, AIF®, CRPS®

Financial Advisor

(262) 696-5166

(262) 696-5148

Alisha@rrwma.com

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