Who We Are

  • John F. Robbins, MBA®, CFP®

    Principal

    In 1980 John saw a growing need for qualified professionals to help people with their personal and business financial needs. He is the Founder and President of JFR Financial Services, Inc. John's desire is: "to make a difference in people's lives, business and ministries by sharing my gifts and expertise with God's help. My primary gift is administration, which enables me to take a situation and make it work more efficiently. These efficiencies, combined with my financial expertise can be realized in many areas: financial, operations, management of others and time." John is committed to pursuing excellence in his profession through on-going research, education and professional counsel. He has helped thousands of people. Let him help you. It could make a world of difference. John is licensed to sell Life, Health, Annuities (Fixed and Variable) and Long Term Care insurance products. He also holds Series 7, 63 and 24 FINRA securities registrations through LPL Financial.

    Contact John

  • Diane Irvine, Director of Operations, Vice President

    Diane joined JFR Financial Services in 1992, bringing her experience in financial, customer service and operations management (domestic and internationally). In addition to managing the office, Diane coordinates our marketing and business development. She is an experienced tax preparer with enormous background. Diane's background in estate planning has enabled her to assist with numerous clients. Diane has a business degree from Western Michigan University.

    Contact Diane

  • Craig Sawicki, LPL Registered Representative

    Craig has over 15 years of accounting and financial planning experience. He specializes in taxes, insurance, accounting and retirement planning. Craig takes a comprehensive approach to financial planning. He has a bachelors degree in Business and is registered for stocks, bonds, mutual funds, insurance and annuities. His philosophy is to develop a partnership, create a plan and follow through with periodic reviews to make sure everything is still on track. His goal is to help all clients pursue retirement financially prepared. He is a Registered Representative of LPL Financial.

  • Gianni Di Poce, LPL Registered Representative

    Gianni graduated from the University of Michigan-Dearborn with a Bachelor's degree in Economics in April, 2015. He began his career at JFR Financial Services as a student intern in 2014. He has been a registered representative with LPL Financial since May, 2015 and an investment advisor representative with JFR Financial Services since January 2016.

    Gianni is passionate about economics, politics and world conflicts and how it all plays a part in our economy. Using a comprehensive approach to analysis and planning it is Gianni's goal to teach his peers about saving in general, saving for retirement, and always keeping an eye on the big picture as far as one's personal financial situation and goals are concerned.

  • Pat Dunn, Excecutive Assistant

    Pat came to JFR Financial after a 25+ year career as a legal secretary/paralegal. This experience has proven invaluable to us. Pat excels at organizing projects and customer service. She currently divides her time between JFR Financial, helping out with her triplet granddaughters, attending grandson's hockey games and traveling all over the country to visit her numerous other grandchildren.

  • Denise Miller, Customer Service Analyst

    Denise brings a variety of experience including accounting, customer service and operations management. She previously was an owner of a salon and co-owner of a tennis club. Denise enjoys customer service and helping people. Her main responsibility at JFR Financial is all aspects of Customer Service.

    Denise took the tax preparer's class and is a member of the tax team at JFR Financial.

    When not here she still enjoys tennis and is an avid potter and clay sculptor.

  • Debbie Alfonsi, Executive Assistant

    Debbie also comes to us from the legal environment. She job shares with Pat. In addition to her extensive legal, administrative and client services experiences Debbie is an experienced bookkeeper. We rely on her for all of these skills as she helps you and works on a variety of "special projects."

  • Mary Shay, Executive Assistant

    Mary retired from Monsanto/Solutia after a 25+ year career in the Human Resource Department. During that time she was able to help thousands of employees with their benefits - including their retirement savings plans. After retiring, Mary decided she missed working. We were thrilled when she agreed to work with us! Mary works 3 days a week helping us with receptionist duties, customer service and special projects.

      

 

Tell A Friend

Financial Briefs

Contact Info

JFR Financial Services Inc
3133 Van Horn Road
P O Box 130
Trenton, MI 48183
Phone: 734-692-1421
Fax: 734-692-1902

Follow Us