While no two days are exactly alike for Tiago, one certainty is that they are always busy days. He is intricately involved in running and maintaining our investment platform and serving our current client base. In addition to frequently meeting with clients, he oversees our investment philosophy and handles business development for our practice.
Tiago works with many business owners, doctors, attorneys and corporate executives; however, the team’s resounding niche is the military community. The majority served on active duty, and many are still in service as field grade and general officers.
Tiago’s goal is for his clients to be well-informed, comfortable and confident in the progress they are making toward achieving their financial goals. “I always want to show clients that we are working hard for them,” Tiago says. “We emphasize that we care, and our mantra has always been people before product. Ethics and integrity are the foundation of our practice, and we have vowed to never cut corners in pursuit of more money. Our clients always come first.”
The professional credentials Tiago earned enable him to skillfully address the specific needs and individual objectives of each client. As a Certified Financial Planner™ professional, he holds the recognized standard of excellence in personal financial planning. He is also a Chartered Financial Consultant® and Retirement Income Certified Professional®. He has Series 7 and 66 securities licenses, in addition to a life and health insurance license.
Tiago is enthusiastic about the team’s move to Raymond James in 2022. “We wanted to operate in a world where we can truly be product agnostic. We wanted an experience where the only thing that matters is what’s best for our clients,” he says.
Previously in his career, Tiago was a director of investments and a wealth management advisor at Northwestern Mutual, where he worked for 10 years. He is a graduate of The American University in Washington, D.C., and holds a Bachelor of Arts degree in law and society.
Tiago grew up in Highlands Ranch, Colorado, and today lives in Colorado Springs with his wife, Ashley, and their two dogs, Breckenridge and Copper. They enjoy the outdoors and love spending their time hiking, running, skiing and doing the Manitou Incline. Tiago is fond of traveling abroad, cooking and is an avid reader, greatly enjoying the works of Michael Lewis, James Clavell, Malcolm Gladwell and others.
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.