JP handles much of our day-to-day data gathering and assists with the analysis of our clients’ planning needs in his role as our financial planning associate. Prior to joining Minot, JP worked with a successful advisory team managing client assets with an emphasis on holistic financial and estate planning.
JP is a graduate of Stonehill College, where he graduated with a BSBA degree in finance and a minor in economics. He is a diehard Boston sports enthusiast and enjoys coaching and participating in multiple sports. JP resides in the Boston area.