TJ has spent his entire career working in personal finance assisting clients in defining and pursuing their financial goals. He started his career with Key Bank as part of their nation-wide management program gaining exposure to multiple lines of business in the banking industry. TJ then joined Brunette & Associates in downtown Indianapolis where he found his calling in the financial planning space.
TJ’s goal is to build strong working relationships with his clients to ensure their finances are arranged in a fashion consistent with their goals. He accomplishes this through extensive discovery, detailed analysis, interactive presentation, and ongoing servicing. TJ also puts focus on educating his clients as a means of improving financial literacy and providing full transparency.
TJ currently holds his Series 7 and Series 65 securities license and is pursuing his CFP designation.
TJ was born and raised in Westfield, IN where he attended Westfield HS. He then went on to Indiana University where he received his B.S. in Telecommunications with a focus in business. TJ and his fiancé Jennifer, live in downtown Indianapolis where Jennifer works as an elementary educator. In their spare time they enjoy traveling, tennis & golf, and spending time with friends and family!