JC leads the financial planning department of The Clifford Group. JC is a CERTIFIED FINANCIAL PLANNER™ with in-depth experience structuring, implementing and monitoring comprehensive financial plans for individuals and their families. He has spent years diagnosing and crafting plans based on unique objectives and dynamic needs. JC often helps coordinate multiple facets of client’s financial lives through holistic estate, tax and investment planning. JC frequently meets with clients to help ensure their wealth strategy is sound and particularly relishes the close relationships he has developed with TCG clients over the years.
JC joined The Clifford Group with a background in wealth management. He has spent time at both Merrill Lynch and State Street Global Advisors prior to joining the firm.
JC earned his degree in Economics from Trinity College in Hartford, CT. While attending Trinity, he was a member of the Trinity College football team. When not at the office, JC is an avid traveler who has lived in Cape Town, South Africa and been to over 30 countries around the globe. When not travelling, JC resides in Boston, MA. He currently sits on the Board of Trustees for The Parmenter Foundation, a century old non-profit established for advancing bereavement services and compassionate home/hospice care.