1610 East River Road
President, Managing Partner
Jim has been in the securities industry since 1989. He earned a degree in Finance from the University of Arizona and qualified as a CERTIFIED FINANCIAL PLANNER™practitioner. Jim also holds a Certified Investment Management...
Investment Advisor Representative
Liz is a native Tucsonan and earned her degree from the University of Arizona. In 2003, she decided to pursue a career in the securities industry. Liz focuses on assisting in the development, implementation and review of the Group...
Tim was born and raised in Tucson and earned a business degree from the University of San Diego. After working in Real Estate and Finance for over a decade in Southern California, he returned home to Tucson and began his career as a...
Senior Administrative Associate
April has been in the securities industry for 19 years. Prior to that, she attended the University of Arizona and worked in the nonprofit sector. Her focus for the JRS Wealth Management Group is client service. April is married and...
Michelle moved to Tucson with her family at the age of 5 and has enjoyed living here since. She studied at the University of Arizona with a focus on Management Information Systems. Michelle is married with two adult daughters. In her...
We are aligned with Wilde Wealth Management Group which gives us a team of resources and support. That translates to even better, long term service for our clients well into the future.
The Wilde Wealth Management Group currently consists of 36 highly dedicated people and growing. They have been ranked nationally on the Barron’s Top 1200 Advisors List* for the last 12 years, and ranked #1 in Arizona in 2020. Wilde Wealth has been recognized by the Phoenix Business Journal, The Arizona Republic, and their charitable arm – Wilde for Arizona™ Community Outreach Program - was featured by AZ Business Angels. The decision to affiliate with Wilde Wealth came down to the quality of the people and the depth of their organization.
*Barron’s: Top 1200 Financial Advisors: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.