A resident of Pensacola, Florida since 1979, T.J. has been involved in his community for many years. His career in financial planning and wealth management services began in 2001.
T.J. graduated from the University of Southern Mississippi with a B.S. in Accounting/Computer Science. He attended Harvard University, Cambridge, Massachusetts for studies in Modern Portfolio Theory and Investor Psychology. T. J. was awarded the Retirement Planning Specialist title from Equitable based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. He holds the CERTIFIED FINANCIAL PLANNER® professional designation, has been educated as a Certified Private Wealth Advisor at Chicago Booth School of Business, and holds the FINRA Series 7, 63, and 65 registrations.
T.J. and his wife, Mary have been married since 1982.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements