Who We Are
John F. Robbins, MBA, CFP®
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, 65 and 24 FINRA securities registrations through LaSalle St. Securities. John is also the author of a book called, "A view from the back."
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 technology, systems, 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.
Craig Sawicki, LaSalle St. Securities, Registered Representative
Craig has over 20 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 LaSalle St. Securities.
Denise Miller, Supervisor, Operations & Technology
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. As Supervisor, Operations and Technology Denise's main role is working to upgrade our systems and processes at JFR Financial. She is also available for customer service and support.
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.
Vicki Milosch, Coordinator, Investments & Portfolio Strategies
Vicki joined JFR financial after a career at Monroe Bank & Trust. Most recently she was Second Vice President, Portfolio Manager in the trust department. She is a Certified Funds Specialist (CFS), from the Institute for Business and Finance, and from the CFA institute in 2017 she was awarded an Investment Foundations Certificate. She received her BBA with emphasis in Marketing from the University of Toledo and a Certificate of Financial Planning from Bowling Green University.
Vicki is passionate about helping clients work towards developing and working towards their financial goals.
In her spare time, she can be found enjoying sailing, golfing and biking. She is also a “foodie” and loves to prepare feasts for family and friends.
Amy Strzesinski, Supervisor, Customer Service
Amy brings more than 27 years of solid experience in the financial industry. She developed and managed Monroe Bank and Trust's customer service center! Additionally she has experience in auditing, coaching and compliance. Amy is taking on the position of Supervisor, Customer Services. In her new role she will undoubtedly improve our operations and service platform. Amy is also an avid supporter of Ida Athletics. In her free time she enjoys being with her husband and 3 sons. You can find her at sporting events and even the demolotion derby!
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."
Myra McInerney, Client Services Representative
Myra's entire career is devoted to serving and helping others. She is a licensed Social Worker and has created programs ranging from horseback riding programs for handicapped children to creating and managing spiritual, educational and recreational programs for all ages. Many of you know her as the recently retired Community Activities Manager at Henry Ford Village. JFR Financial is lucky to have her with us three days a week. Myra's focus will be on helping clients understand their service platform and assisting them with service issues.
Mary Shay, Client Services Representative
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.
Lindsey Copple, Client Services Analyst
Lindsey recently graduated from Wayne State University with a bachelor's degree in accounting. She enjoys working with clients to help implement their financial plans, service existing accounts and working on special projects. Her energy is contagious!
When she isn’t working or at school you may find Lindsey riding horses or enjoying her niece and nephew.
Trent joined us in August of 2022 part-time to work on special projects. He has served in stewardship ministries for 12+ years. He began working in the financial industry in January of 2022.
He has served in full-time ministry for almost 20 years, now serving at Hope City Church. When not working he, his wife, and two children enjoy RVing throughout Michigan and around the country, when time allows. Trent received his bachelors from Ferris State University in management and has a graduate certificate in Bible from Moody Theological Seminary.
C.J. Social Chairman ,
CJ joined the team in May 2019. The first two years of his life he was a "Show Dog." He did not like it! He is much happier being an office dog! He is timid but kind. John is his hero and he is devoted to him. He likes meeting new people and looks forward to greeting folks and making them feel welcome.