RJ serves as the primary Wealth Planning Director for firm Principal, Michael J. Sluhan and Wealth Consultant, Quintin Hogrefe. He assists with the management of the whole Client Experience for his respective POD. He prepares his Wealth Consultants for their client meetings and updates the client’s plans to ensure that they are up to date and accurate.
Prior to joining Genex, RJ worked at Investment Planners, Inc. in Quincy, Illinois where he gained valuable industry experience and integrated a new risk assessment tool throughout the firm. RJ is a driven individual with a passion to serve others and demonstrates a strong work ethic and focus on client service.
RJ was born and raised in Ballwin, MO and still resides there to this day. When not in the office, you can find RJ on a golf course, ball field, or spending time with friends and family.
Bachelor of Science, Business Administration – Finance, Quincy University
Series 7 Registration held with Private Client Services