J&R FINANCIAL SERVICES GROUP - Key Persons
Job Titles:
- Founder
- Partner
- Insurance Broker
Jason Doughty is an expert in accounting, tax preparation, life insurance, and financial management. He is a professional with a diverse background centered around process improvement, automation, staff development, and customer relations. His management experience gives him the ability to visualize, articulate, and solve complex problems. He is also an effective listener, presenter, and communicator with deep specialty experience in the building materials/manufacturing industry as well as private, public, and nonprofit sectors.
As a finance and business leader, Jason has successfully spearheaded and led widespread business process improvement initiatives around financial reporting and analysis and employed tax-saving strategies helping his clients professionally and personally. Jason is a certified QuickBooks Online ProAdvisor, and provides his clientele with solid, up-to-date recommendations around QuickBooks system utilization, spanning multiple industries.
As a licensed insurance broker Jason helps to provide individuals, businesses and families with the best coverage options, protection and living benefits available to fit their unique circumstances.
As a community member and contributor, Jason's mission is to serve and continually strive to provide high-quality services that improve the lives of children and families by educating others about financial literacy programs and offering advice to achieve financial stability to secure livelihoods not only for today but also for future generations.
Jason holds a B.S. in Accounting with honors from Kean University and received his Certified Public Accounting license in the State of New Jersey.
With over 15 years of experience in various areas of business and finance, Robin strives to utilize her skills and experience through educational and professional endeavors. This includes assisting companies, individuals, and families through the various financial and non-profit services she is affiliated with.
Being an active member of her church and community, Robin has a passion for healing and helping people. As an ERP Lead Systems Analyst, she supports and makes sure that systems are running smoothly for multiple finance and business teams across the organization. As a multifaceted finance subject matter expert, Robin works closely with business owners and leaders to understand their needs and problems, so that she can offer effective solutions for their informational and reporting requirements. Robin takes great pride in streamlining and improving the user experience of client systems.
Robin's undergraduate Bachelor of Science degree in Management Information Systems from Hampton University and Master's in Business Administration from Rutgers University with a concentration in Professional Accounting and certification in grant writing have prepared her with solid expertise in implementing and maintaining financial systems applications and technical writing. Each of these key elements are vital components needed to secure funding for client special projects and programs through proven methodologies and results-driven grant writing services. Robin looks forward to carrying out her mission by continuing to serve her church and community!
Sherwyn Noel is an expert in accounting, tax planning, bookkeeping, and insurance. In particular, he is an industry specialist in insurance with a background in financial reporting and consolidation. He is also skilled at forging relationships and building rapport across all areas of an organization.
Sherwyn is an avid, active church member and holding a position as a Treasurer officer for his congregation, further exemplifies his desire to assist others by fostering long-lasting relationships, guiding, and serving as a resource of knowledge and information to others. Sherwyn is a certified bookkeeper and QuickBooks Online ProAdvisor.
Sherwyn's wide array of skills, critical thinking abilities, and certifications in different areas of business and accounting makes him a natural choice to aid customers in a variety of ways, from bookkeeping and accounting to taxes, high-level analysis, insurance, and more. He is multidimensional, versatile and his customer-centric core is a benefit to our clients and team.
Sherwyn holds a B.S. in Accounting from Monmouth University and is a licensed Certified Public Accountant in the State of New Jersey.