Finding the right partner is challenging. TJ and Chris joined after 2 years of exploration of mission and values. What they found was incredible alignment. Both are passionate about helping others, creating the best environment for our team, and a planning philosophy that aligns clients’ financial resources with their goals and objectives. They consider clients like family.

Both have similar education mindset with Chris achieving his MBA and several distinguished financial planning designations. TJ graduated from Brown University a huge achievement on its own and completed his CFP® designation. They are dedicated to continuous learning for themselves and members of the team to best serve their clients.Lastly, Chris’s decades of experience align amazingly with TJ’s fresh set of ideas and team mindset from his athletic experiences in the NCAA. Together Chris and TJ have a combined 35 years of experience.