With 28 years of dedicated experience in the investment industry, TJ brings a wealth of expertise to the table. Throughout his extensive career, TJ has spent 26 years serving as a Director for two of the world’s largest asset management firms. His tenure in these roles has provided him with invaluable insights, particularly in understanding the paramount importance of minimizing losses, thus ensuring a smoother financial trajectory and reducing stress for all involved.
Driven by a passion for connecting with individuals, cultivating enduring relationships, and making a positive impact, TJ made a deliberate transition to working closely with individual investors. His focus lies in assisting them in preparing for retirement and realizing their life’s aspirations. Embracing the philosophy that teamwork amplifies potential, TJ thrives within collaborative environments, firmly believing that a cohesive team can achieve far more than any individual, ultimately delivering superior service to clients.
Beyond his professional pursuits, TJ finds joy in his roles as loving husband to Trish and a proud father of three children: Kaitlyn, Will, and Paige. An avid outdoor enthusiast, he enjoys hiking, boating, swimming, fishing, and shooting clays. TJ also finds solace in the pages of a good book and the excitement of attending sporting events.
Committed to giving back to his community, TJ has dedicated his time and efforts to volunteering with Habitat for Humanity and serving as a trustee for the Upland Country Day School in Pennsylvania. Through his multifaceted experiences and unwavering dedication, TJ exemplifies a professional deeply invested in both the financial well-being of his clients and the betterment of society as a whole.