Serving as a Wealth Advisor and Business Development Specialist, JR is a forward-thinking and conscientious professional who is proficient in creating solutions, results, and change for the clients he so passionately serves. He leverages an innovative, collaborative and value-driven approach while working with clients from individuals/ families to institutions, determined to help them realize their financial goals. His focus is on empowering them with the tools and information they need to anticipate and seize opportunities, and optimize them in the best, most strategic way.

Prior to joining Coastal Bridge Advisors, (formerly TrinityPoint Wealth), JR was leading non-profit organizations. When combined with his cumulative experience in sales, entrepreneurship, and stakeholder engagement, JR has developed a strong business sense and great financial acumen that translate well into creative plans. He is able to deliver even in the most challenging situations guided by his unique blend of vision, knowledge, and expertise. He does this all while cultivating long-term rapports in a caring and consultative manner.