Broker Check

Our Team

Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Jay Slouffman

President

(513) 701-9069

(513) 701-9377

jay@jrswealthmgt.com

Jay is the financial advisor and founder of JRS Wealth Management, which is affiliated with Prospera Financial Services, a seven-time winner of Investment Advisor Magazine’s Broker-Dealer of the Year Award. Jay began his career...
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Gretchen Casper

Director of Operations

(513) 701-9069

(513) 701-9377

gretchen@jrswealthmgt.com

Gretchen supports the firm by overseeing a variety of client services and operational needs. She is committed to the firm’s vision of providing the highest level of service to clients of JRS Wealth Management. Gretchen is an Ohio...
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Courtney Bove

Client Service Specialist

(513) 701-9069

(513) 701-9377

Courtney works to build strong relationships with clients through asset transfers and all things administrative. She oversees daily account maintenance and money movement alongside our team and clients. Courtney has over 15 years of...
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Lue Wingate

Sales Supervisor, Prospera Financial Services, LLC

(972) 581-3082

(972) 581-3001

Lue began her career in the securities industry with bond house Ladd Dinkins & Company in New Orleans which was later acquired by J.C. Bradford. She moved to Dallas in 1998 when she helped open Bradford’s Dallas “Commitment...

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Our Strategic Partners

Our Process
Our History
Our Values
Our Resources