T.J. has been serving clients as a financial advisor since 2015.  Impressively, he began his professional career while completing a Finance degree at Penn State University.  His ambition is driven by life experiences that taught him the importance of managing money wisely.  In an effort to prevent financial hardships for his clients, T.J. utilizes a personalized approach; discovering what matters most to each client, analyzing what they have and if they’re on track, and building a comprehensive roadmap. T.J. provides retirement planning, tax planning and full comprehensive financial planning—with care, passion, and integrity.

T.J. earned a Bachelor of Finance from Pennsylvania State University in 2016 along with a Certificate in Financial Planning.  Outside of the office he enjoys playing golf and spending time with both his fiancée and 1-yr old Golden Retriever. T.J. is, of course, a Penn State football fan.

Originally from Pennsylvania, T.J. has called Charlotte his home since the beginning of 2019.

Affiliations:

Financial Planning Association, 2015-present

Financial Planning Association Student Chapter, Penn State, 2015-2016

Most Recent Passport Stamp:

Dominican Republic

Hidden Talent:

Playing guitar and piano

Greatest Accomplishment:

Starting Penn State University’s first Financial Planning Association Student Chapter

Education:

Pennsylvania State University; Bachelor’s in Finance, 2016