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Our Team

At JJR Financial, we are committed to helping our clients, whether they are concerned for their own financial needs, or those of their family or business. To learn more about our team, please click on their bios.

Together, we stand committed to providing the best customer service possible.

Jay D Courtney CLU®, RICP®, ChFC®

Wealth Management Advisor

Jake Meredith WMCP®

Wealth Management Advisor

Richard August Asel CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

John-Mark Doyle

Financial Advisor

Gary M Veltidi ChFC®, CLU®, RICP®

Financial Advisor

Cindy Anne McElwee

Director of Client Services

Meredith A Smith

Associate Financial Representative

Danny Goodman II

Client Relations Manager

Denise S Teague RICP®, WMCP®

Director of Wealth Management

April J Keese

Associate Financial Representative

Cynthia R Hampton

Associate Financial Representative

Thea Oosthuizen

Aaron Duncan

Financial Planning Analyst

Affiliate Advisor

Through Northwestern Mutual, JJR Financial has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Tina T Hoang B.S., RICP®

Financial Advisor

Bruce Luizzi

Financial Representative