TJ has been serving his clients, as an advisor, with Merrill Lynch Wealth Management in Northern Arizona since 1997. TJ started his career in Finance at Banc of America Investment Services in 1995. He is proud of the fact that he has had the privilege to serve families for multiple generations, from across the country. With a passion for guiding and educating clients, he will collaborate with you to implement generational wealth planning, portfolio construction, stock selection, and appropriate risk management solutions.

TJ holds a Bachelor of Science in Business Administration, with a major in Finance, from Northern Arizona University, and graduated valedictorian of his class in 1996. TJ is a Portfolio Manager in Merrill’s Investment Advisory Program, concentrating on developing investment strategies for wealthy individuals and business owners. In addition to providing traditional advice and guidance, He can help you pursue your goals by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds. TJ holds the CRPC™ Chartered Retirement Planning Counselor™ designation.

TJ has lived in Flagstaff Arizona since 1992 and it has truly become home. In his time outside of work, you will find him on Lake Powell in the Summer and at Arizona Snowbowl in the winter with his wife Natalia, and his three children Jackson, Garrett, and Zara. He believes that it is important to give his time and energy back to his community, whether it was being the President of the Northern Arizona University, W.A Franke College of Business, Department of Finance Advisory Council; or giving back to local non-profit organizations.

A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.