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R.J. GrossFinancial Advisor
Phone: 800-426-0389 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. ![]()
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5111 B Green Valley Road Phone: 800-426-0389 or 920-231-3775 |

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser.
WT Financial and Woodbury Financial Services, Inc. are not affiliated entities.