CLU®, CLTC, LUTCF®
Insurance Strategies, Special Needs (ChSNC Required), Business Owners, Investment Strategies (Reg. Reps Only), Estate Planning, Business Succession Planning
JC is a financial services professional with MassMutual Carolinas, whose proud history dates back to 1890. JC focuses his practice on Special Needs Planning, Small Business Owners, and individuals retiring from the corporate environment. JC has over 20 years of experience as a Financial Advisor.
Outside of the office, JC enjoys sailing his dinghy at Lake Townsend and playing with the
Greensboro Concert Band. He also is still “matched” with his “little brother”, Josh, who he met 16 years ago as part of the Big Brothers/Big Sisters program in Greensboro, where JC served as president of the Advisory Board. He lives in Greensboro with Jeanne, his wife of 30 years, and an ever-changing menagerie of pets.
AREAS OF PRACTICE
Small Business Owners
I am licensed to sell insurance products in the following jurisdiction(s): FL, NC, PA and VA, and securities products in the following jurisdiction(s): NC, FL
and VA. I cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or
securities business. State of Domicile: NC. I am a registered representative of and offer securities and investment advisory services through MML Investors
Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209. 704-557-9600. Local firms are sales
offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.
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