Our Team
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Our Team

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Terry Jannsen, CPA, CFP®

Financial Advisor

(262) 696-5165

LinkedIn

 

Bio

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.

 

Education

  • Certified Financial Planner™
  • FINRA Series 7 and 66
  • Certified Public Accountant
  • Bachelor of Business Administration in Accounting, University of Wisconsin, Whitewater, WI

 

Involvement

  • Bryon Riesch Paralysis Foundation
  • Justin J. Watt Foundation
  • Waukesha County – Community Development Block Grant Board
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Alisha Schulz, AIF®, CRPS®

Financial Advisor

(262) 696-5166

LinkedIn

Bio

Alisha graduated from the University of Wisconsin—Milwaukee in 2008 with a Bachelor of Science in architectural studies.  The economy was unfriendly to building and construction at that time but Alisha was determined.  She adapted and applied her attention to detail initially to the banking side of the financial industry.  She obtained her life insurance license in 2010.  In 2012, Alisha joined Jannsen + Company as a Wealth Management Assistant.  She passed the FINRA Series 7 and Series 66 exams and in 2014, earned the Chartered Retirement Plans Specialist (SM) (CRPS®) certification and became a Financial Advisor in 2015. In May of 2019 she earned the AIF® designation, which demonstrates understanding of the Prudent Practices® and methodology.

She lives in the Town of Genesee - in a home she designed. She loves to travel and cook – especially Italian cuisine.  Her dream is to travel to Italy to enjoy the local food and wine while taking in the amazing architecture.

 

How can I help you

Alisha specializes in employer-sponsored retirement plans.  She works closely with business owners to evaluate and compare platforms to ensure the best plan and provider for each individual company.  Her commitment to her business clients continues beyond the contract signing, working closely with the business owner, human resources and accounting personnel to ensure plan compliance as well as providing ongoing education to employees.

In addition to company retirement plans, Alisha is intimately involved with financial plan development and client relationship management.  She enjoys working with young adults in particular, helping them to get started on a savings path toward a more financially secure future. 

Alisha consistently provides quality service, timely and effective communication and positivity to every situation.

 

Education

  • Chartered Retirement Plans Specialist (SM) (CRPS®)
  • Accredited Investment Fiduciary® (AIF®)
  • BS – Architectural Studies - University of Wisconsin, Milwaukee

Licenses

  • FINRA Series 7 and 66
  • Life Insurance License

 

 
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Tom Driscoll, Financial Advisor
(262) 696-5167

Bio

Tom assists individuals, small business owners and their families with the planning and implementation of estate planning strategies in the areas of protection, accumulation and distribution of wealth.  Through his experience, he finds solutions based on a tax favorable platform utilizing an array of products and services such as:  life and disability insurance, annuities and long term care insurance.

 

How can I help you

In the complex world of estate and business planning, we can help you maneuver through the interrelated issues of tax law and insurance.  Buy-sell agreements, wills and trusts and insurance need to be reviewed periodically to ensure their effectiveness.

Education

  • BS – University of South Florida – Tampa, FL

Licenses

FINRA Series 6

FINRA Series 63

Involvement

  • Pewaukee Yacht Club

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