JC leads the Financial Planning department at The Clifford Group, bringing a wealth of experience and a deep commitment to helping clients achieve their long-term goals. As a CERTIFIED FINANCIAL PLANNER^TM, JC specializes in designing, implementing, and monitoring comprehensive financial plans tailored to the unique and evolving needs of individuals and families.

With years of experience crafting thoughtful strategies, JC takes a holistic approach– integrating estate, tax, and investment planning to help clients navigate the complexities of their financial lives. He plays a central role in coordinating these areas and regularly meets with clients to ensure their overall wealth strategy remains aligned with their objectives. Above all, JC values the meaningful relationships he has built with clients throughout his time at the firm.

Prior to joining The Clifford Group, JC worked in wealth management roles at Merrill Lynch and State Street Global Advisors. He holds a degree in Economics from Trinity College in Hartford, CT, where he was also a member of the Trinity football team.

Outside of work, JC is a passionate traveler who has lived in Cape Town, South Africa, and visited over 30 countries. He currently resides in Boston, MA, and serves on the Board of Trustees for The Parmenter Foundation, a nonprofit dedicated to bereavement support and compassionate home and hospice care.