JC has more than 10 years of experience in the financial services industry with a background in operations, management, and compliance. He received his BA in Business with emphasis in Finance from Bellarmine University. JC supports RPS in the financial planning and investment process. This includes the design and preparation of client financial plans and investment strategies. He provides direct support to the principals and associates of the firm in meeting preparation, client investment needs and planning needs.
JC is originally from Maryland and currently lives in Louisville with his wife Michelle, daughter Gracie, and dogs Malibu and Stella.
JC holds series 7, 66 & 24 registrations, as well as Life and Health Insurance licenses. He is a Registered Sales Assistant with Silver Oak Securities Inc.