Broker Check

The R&R Wealth Management Team

Holistic • Tax-Optimized  • Financial Life Advice

The R&R Wealth Management Team




Our team of financial professionals come from diverse backgrounds, providing insightful perspective key to the development of your purposeful financial plan – whether for you as an individual or for your business.

It is crucial that you have a good working relationship - trust, respect and open communication - with whomever you choose to be your financial advisor.  


We believe, to fully serve our clients,

we must understand the entirety of their financial lives.

Terry Jannsen, CPA, CFP®

Financial Advisor

(262) 696-5165

Terry@rrwma.com

Helping our clients achieve success which is different for every one of our clients and many times doesn’t involve accumulating more worth.  I love the variety of the families with which we work; no two clients are the same.

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Tom Driscoll, CLTC

Financial Advisor

(262) 696-5167

Tom@rrwma.com

"The most dangerous phrase in the language is, 'We've always done it this way."  Admiral Grace Hopper

Every client - every situation - deserves the best possible plan.

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Liz Johnson

Medicare Specialist

(262) 696-5077

Liz.Johnson@rrins.com

I love working with senior citizens to guide them through the alphabet soup of Medicare. 

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Kim Wage

Senior Wealth Management Assistant

(262) 696-5011

Kim@rrwma.com

Insurance and employer retirement plan programs are my areas of specialty, but I am here to help you find the answers to any of your financial questions.

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Matt Carbol

Wealth Management Assistant

(262) 953-7097

Matt@rrwma.com

I listen to understand the challenge that is presented. I have learned there normally isn’t one single solution to any one challenge so by listening, a best solution can be determined.

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Jenn Gnacinski

Wealth Management Assistant

262-696-5167

262-696-5167

Jenn@rrwma.com