Focusing on investment advising and financial planning for individuals and families, DJ began his wealth management career at Mass Mutual in 2016 before transitioning to Gage-Wiley in 2018, driven by his aspiration to work with a fully independent firm. DJ holds the CERTIFIED FINANCIAL PLANNER™ designation, having met rigorous experience, ethics, coursework, and exam requirements. His approach is guided by George Kinder’s philosophy that “planning connects the dots between our financial realities and the lives we long to live.” DJ earned his Bachelor of Business Administration from the Isenberg School of Management at the University of Massachusetts and an MBA from Southern New Hampshire University. Prior to financial services, he worked as a Supply Chain Analyst at United Technologies from 2010-2015.