R.J. Gross

Financial Advisor

As a Financial Advisor, R.J. is responsible for assisting professionals, small business owners and individuals in assessing their financial goals and outlining sound strategies that are tailored to achieving those goals. R.J. holds a Bachelor of Science degree in Business Administration from the University of Wisconsin-Green Bay as well as holding a Series 7 General Securities, Series 66 Law, Life and Health Insurance licenses.

As a basic premise in all planning, R.J. believes that growing wealth and protecting wealth need to go hand in hand and is committed to helping create indivdual solutions for his clients.

R.J. lives west of Neenah, WI with his wife Kara and children Brittany and Addison. In his spare time he enjoys, sailing, biking, woodworking, custom model yacht building and boat restoration, creative writing and reading.

Phone 800-426-0389
Fax 920-237-3026
Mobile Phone 920-585-2208