CJ joined UPSTREAM Investment Partners in March 2026. He grew up in the northwest suburbs of Chicago and attended the University of Iowa. At Iowa, he graduated with a Bachelor’s Degree in Finance. Prior to joining UPSTREAM, CJ worked as an assistant investment advisor for Locke Financial Services. He held that role for four years and focused on helping clients build wealth for retirement. He took pride in collaborating and building strong relationships with clients.
CJ currently holds the FINRA Series 7 and 65 licenses through LPL.
CJ lives in Lansing. When not at the office, he enjoys watching football, working out, and spending time outdoors.