For more than 30 years, T.J. has been helping successful individuals and families manage and preserve their wealth, handling all aspects of their financial lives. T.J. holds licenses for securities, commodities, life and health insurance. His areas of expertise include financial planning, retirement planning, charitable giving strategies, corporate retirement plans and advising nonprofits and charitable foundations.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a credential that demonstrates his commitment to professionalism. CFP® certification is a rigorous, voluntary process that includes highly demanding education, examination, experience and ethical requirements.
He earned a bachelor’s degree in finance from Robert Morris University in Pittsburgh, and an MBA with a concentration in finance and international business from the University of South Florida.
T.J. has a long history of serving the community. He has been a longtime volunteer with Big Brothers Big Sisters, having mentored his “little brother” for more than a decade. He was recognized as Agency Big Brother of the Year in 20081. He serves as advisory board chair for the Hillsborough County Academy of Finance, a program that provides finance curriculum, internships, mentoring and other opportunities for high school students. He is also a board member of the Tampa Theatre Foundation and is very passionate about helping with the cultural efforts of this historic movie theatre. In addition, T.J. has served on the board of the Davis Islands Civic Association, where he is currently chairing the parks and green initiatives committee.
Originally from Monaca, Pennsylvania, T.J. lives on Davis Islands in Tampa with his wife, Tanya, and son, Eli. In his free time, he enjoys spending time with his family and outdoor activities such as trail running, camping, biking and kayaking.
1 This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Big Brothers Big Sisters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.