Client Service Manager
As the Client Service Manager for McHarg & Associates Wealth Planning for almost 10 years, J.D. facilities the wealth management process to each client’s specific needs. J.D. is also an integral part of the firm’s portfolio management process, where he researches investments and works directly with Courtney to allocate client portfolios according to their long-term financial goals.
J.D. brings 19 years of banking and financial services experience to the firm. He currently holds his Series 6 and 63 securities registrations with LPL Financial. He also has his life insurance license and Notary Public with the State of California.
Growing up in a military family, J.D. has lived in various states across the East Coast and Midwest. He currently resides in the Sacramento area and has been for over 12 years. When he’s not engaging with clients, J.D. enjoys spending time with his wife, three children, and various pets. He also enjoys staying active by running, strength training, and playing ice hockey.