A clear plan to help you Focus on your goals

With the chaotic pace of modern life, staying focused on your financial future can be a challenge. But you don’t have to walk that path alone. For more than 25 years, the Jackson/Roskelley Wealth Advisors team has helped clients discover clarity amid complexity, guiding people in the pursuit of their dreams and goals. Our experienced professionals can do the same for you, designing tailored financial plans that balance investment, insurance, estate and tax planning decisions. Welcome to our comprehensive practice – one guided by integrity, insight and independence.

learn about our heritage

Get to know us

Bob Jackson
Bob Jackson
Founder, JRWA
jared roskelly Headshot Image
Jared Roskelley, CFP®
President and Director of Financial Planning, JRWA Certified Financial Planner™ Professional
Branch Manager, RJFS
Matthew Clay
Matthew Clay
Managing Director, JRWA Senior Investment Executive, RJFS
Kyle Robertson Headshot Image
Kyle Robertson, CFP®
Certified Financial Planner™ Professional Managing Director, JRWA
joseph kabaki headshot image
Joseph Kabaki, CFP®
Vice President, JRWA Branch Professional, RJFS
Certified Financial Planner™ Professional
Darin R. Shebesta
Darin R. Shebesta, CFP®, AIF®
Vice President, JRWA Certified Financial Planner™ Professional
Financial Advisor, RJFS
Jessica Deckard Headshot Image
Jessica Deckard
Director of Operations, JRWA Office Manager, RJFS
Jenni Peed
Jennifer Peed, FPQP™
Financial Paraplanner Qualified Professional Client Concierge, JRWA
Roman Ellefson bio photo
Roman Ellefson, MBA
Client Relationship Consultant
Tony Keller Bio Photo
Antone "Tony" Keller
Senior Vice-President, JRWA Financial Advisor, RJFS
Dominique Morris bio photo
Dominique Morris, FPQP™
Financial Paraplanner Qualified Professional Client Relationship Manager
Matthew Tinyo bio photo
Matthew Tinyo, CFP®
Wealth Management Associate Certified Financial Planner™ Professional

Our services

We go beyond the balance sheet to provide insight on tax-efficient investing, estate planning and risk management as part of your plan.

Our process

We’ve developed a process called flexible planning designed to guide clients through various phases of life and market cycles.

Our insight

Our team has compiled frequently asked questions to help you size up our approach and get a transparent look at how we work for you.
When your values are clear to you, making decisions becomes easier.
Roy E. Disney

Let’s create your path to Clarity

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