Terry is passionate about helping his clients plan for their financial future. He is securities licensed with his FINRA Series 7 and 66 licenses and is also a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant. He is able to provide advice on the big picture, making sure each financial decision is weighed against its tax implications.
He is avid about serving his community. Currently Terry is a board member of the Justin J. Watt Foundation, the Bryon Riesch Paralysis Foundation and the Waukesha County – Community Development Block Grant Board.
For 25 years Terry has been servicing the Waukesha County community while proving tax and wealth management services 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 became R&R Wealth Management.
How can I help you
Everyone has their own vision of happiness and dreams they hope of making come true. A sound, directed financial plan can help make those dreams a reality. Our comprehensive approach brings all of the pieces of the financial puzzle into a strategic plan based on your individual goals. We understand that it’s not enough to simply grow your wealth – your hard work must be sustained and your dreams protected.
R&R Wealth Management exists to reveal and achieve what people really want. Through objective listening, experienced consulting and candid conversations, we are able to provide holistic financial life advice through comprehensive, tax-optimized wealth management services.
- Certified Financial Planner™
- FINRA Series 7 and 66
- Certified Public Accountant
- Bachelor of Business Administration in Accounting, University of Wisconsin, Whitewater, WI
- Bryon Riesch Paralysis Foundation
- Justin J. Watt Foundation
- Waukesha County – Community Development Block Grant Board