J.R. Kautz, CFP®

Financial Advisor

J.R. Kautz has been a member of the Hefren-Tillotson team since 2016. Before his work as a Financial Advisor, he worked as a senior member within Hefren-Tillotson’s Financial Planning Department, developing MASTERPLAN® comprehensive financial analyses and reviewing case studies for over a thousand clients to provide long-term solutions to meet their goals.

J.R. is partnered with Jim Sadowski and Darren Hucko, of The Sadowski-Hucko Group, to combine their expertise in financial planning, investment management, retirement and tax planning. This, along with Hefren-Tillotson’s extensive resources, allow them to offer the highest level of financial services and expertise to a wide variety of clients – including, but not limited to, individuals, families, businesses, and professional athletes.

He is a featured speaker of Hefren-Tillotson’s ongoing WELCOME WORKSHOPS, which are designed to provide prospective clients an introduction to our services and a look behind-the-scenes at who we are, what we do, and the different ways we can work with clients. He can also be heard as a featured speaker on KDKA radio periodically, offering financial updates.

J.R. is a Certified Financial Planner (CFP®), holds his Series 66 and 7 licenses, and is a Licensed Agent for Life, Accident, and Health Insurance. He received his undergraduate degree, Bachelor of Science in Business Administration, from Waynesburg University, where he also served as a Stover Scholar for Constitutional Studies and Moral Leadership.

He and his wife, Alexis, reside in Canonsburg with their daughter, Addilyn, and their two dogs. In his spare time, he enjoys spending time with his family and driving classic cars.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

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