TJ is born and raised in the Charlotte, NC area and attended Colorado State University where he received his Bachler’s Degree. Shortly after graduating from Colorado State, TJ joined The Lake Norman Group of Merrill Lynch Wealth Management in 2018 as a Financial Advisor in Boulder, CO and returned to the Charlotte area in 2020. TJ works with our clients to better understand their needs and goals to establish a customized and comprehensive wealth management strategy that focuses on our client’s risk tolerance and fluidity of our changing markets. Through regular reviews and periodic contact, TJ can assist our clients with tracking their progress towards their goals and making appropriate recommendations.
TJ lives in Denver, NC where he follows our deep-seated tradition of participating in the community and volunteering his time with local non-profit organizations. TJ coaches youth lacrosse for local recreational and travel organizations, as well as volunteering his time with the local Big Brother Big Sister program as a mentor.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
