JT joined Merrimack Wealth Management as a Financial Advisor in 2020. He plays a key role in both client engagement and the day-to-day functioning of the firm. As an advisor, JT focuses on relationship development, onboarding, and helping families design personalized strategies tailored to their goals.
JT is also deeply involved in the firm’s internal processes, ensuring a seamless client experience and efficient team workflow. He manages technology integrations and supports the ongoing optimization of service delivery. His ability to bridge strategic planning with operational execution makes him an integral part of our team.
JT graduated from the University of Rhode Island in 2017. He currently resides in Amesbury, MA with his wife, Jillian, and their two daughters, Charlotte and Lydia.