Our History & Experience

The RKJ Group formed in 2002 while at Morgan Stanley Dean Witter. Its primary focus is to provide a high level of service to their affluent clients and their families.  In March of 2011, they left what is now Morgan Stanley Smith Barney and created their own investment firm RKJ Group, LLC which offers products and services through Wells Fargo Advisors Financial Network. 

RKJ Group, at it's core, is a company that is dedicated to providing excellent investment advice and a high level of customer service while helping clients accomplish their life goals.  With three CFP's certified professionals whose combined experience exceeds 45 years, and a Senior Administrative Assistant, the team has the knowledge and ability to help clients with a wide range of financial issues such as comprehensive investment planning, insurance, long term care and estate planning issues as it relates to their investments.