T.J. has more than a decade of experience in the financial services industry, and serves as our Relationship Manager for qualified plan sponsors and participants. He supports our employer-sponsored retirement plan clients through conversions, the onboarding process, enrollment meetings, plan reviews, fee-benchmarking and vendor management.
T.J. has served in many roles in the group retirement plan industry and is a Chartered Retirement Plans Specialist. He has a passion to help his clients understand and fulfill their fiduciary obligations, while putting their needs first.
Throughout my career I have had the privilege to work with all sorts of clients. In my decade of service in the financial services industry, I’ve learned that a commitment to doing what is right for the client is my guiding principle.