DJ joined the firm in 2018 and focuses on investment advising and financial planning for individuals and families. He holds the CERTIFIED FINANCIAL PLANNER™ designation, having met rigorous experience, ethics, coursework, and exam requirements.
DJ holds a Bachelors of Business Administration from The Isenberg School of Management at the University of Massachusetts, an MBA from Southern New Hampshire University. He has his FINRA Series 7 and 66 securities representative licenses in addition to Life, Accident, and Health Insurance licenses.