TJ’s areas of expertise include investment planning and asset allocation strategies, life and disability income insurance planning, employee and executive benefits, retirement analysis and income solutions, personal planning analysis and tax-efficient investment strategies.
TJ lives for building life-long relationships with the families he serves by helping to align their goals and values with their allocation of capital.
Goldman Sachs – Investment Banking Division: In 2012, TJ began as an intern working in the Financial Institution Group (FIG), working with corporate financial clients.
Annaly Capital Management: In 2015, TJ worked as a part of the Capital Markets and M&A team with a focus on mortgage and other interest rate products.
Northwestern Mutual Wealth Management Company In March of 2017 TJ joined Northwestern Mutual.
Education / Certifications
- Bachelor of Arts in Economics and Business– Brown University ‘12
- CERTIFIED FINANCIAL PLANNER™ Professional
Personal Hobbies
Previously, TJ was an accomplished athlete. He was a two sport Division 1 athlete and captain at Brown University, competing in Soccer and Wrestling. In his final season as a competitive athlete, TJ won a D1 NCAA Championship in Soccer. Athletics and fitness play an integral role in his life.
He maintains a focus on a healthy and active lifestyle, and can be found in the gym to start each day or on the golf course enjoying his new found hobby
