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.  


Robert Holton

VP of Wealth Management & Senior Financial Advisor

(262) 696-5165

Robert@rrwma.com

EXPERIENCE: After working in my family-owned recruiting business for more than a decade, I decided to pursue my passion for financial services. I have spent the last decade plus consulting with owners and executives of...

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Tom Driscoll, CPFA, CLTC

VP of Wealth Management & Senior Financial Advisor

(262) 696-5167

Tom@rrwma.com

“Most people don’t plan to fail, they fail to plan.”― John L. Beckley

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

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Bill Ernest

Financial Advisor

(262) 951-7631

bill@rrwma.com

  Coming together is the beginning.  Keeping together is progress.  Working together is success- Henry Ford.


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Jason Musante-Klumb

Director of Retirement Plan Services & Financial Advisor

(262) 696-5166

(262) 696-5148

Jason@rrwma.com

WHAT DO YOU LOVE MOST ABOUT YOUR WORK?After beginning my career in financial services, I realized the largest gap for most people was planning and saving for their retirement, so I decided to focus on employer-sponsored plans and have...

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Brent Ogden

Financial Advisor

(262) 953-7097

(262) 696-5148

Brent@rrwma.com

“Doubt kills more dreams than failure ever will” Suzy Kassem

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Kim Fetzer

Senior Wealth Management Assistant

(262) 696-5011

Kim@rrwma.com

“The desire of gold is not for gold. It is for the means of freedom and benefit.”

~Ralph Waldo Emerson~

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Dawn Starck

Wealth Management Assistant

(262) 696-5167

(262) 696-5148

Dawn@rrwma.com

WHAT DO YOU LOVE MOST ABOUT YOUR WORK? I love being a support person to a team, doing data entry, utilizing technology applications and working with clients.   WHAT HAS BEEN YOUR BIGGEST SUCCESS? Getting my P&C license with...

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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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