Disciplined Wealth Strategies
President and Owner
PlanWise Financial Group
Chief Investment Officer
JJCC Financial
Chief Executive Officer and Chief Investment Officer
Dimensional Fund Advisors
Vice President
Morningstar OBSR
Analyst
Investors Bank & Trust
Mutual Fund Accounting Supervisor
Ladenburg Thalmann
Senior Vice President, Advisory Services and Solutions
Nypro, a Jabil Company
Project Engineer
Efficient Advisors, LLC
Partner
Commonwealth Financial Network
Chief Market Strategist
Boston College - Wallace E. Carroll Graduate School of Management
Rensselaer Polytechnic Institute
