Series 7 [held by LPL Financial]
Series 66 [held by Independent Advisor Alliance and LPL Financial]
Insurance [CA, PA]
T.J. joined IAA in January 2019 as a Strategic Solutions Analyst. His primary responsibilities include support of IAA financial planning programs, small account solutions, and internal operations. T.J. will also facilitate insurance reviews, act as a liaison to LPL Insurance Associates, and provide assistance to the Director of Strategic Solutions.
Prior to IAA, T.J. gained four years of experience as a financial advisor with Ameriprise. He also previously worked as a financial representative at Northwestern Mutual. While a student at Penn State University, T.J. started the Financial Planning Association’s first student chapter. His financial services career began prior to completing his undergraduate degree.
T.J. earned a Bachelor of Finance from Pennsylvania State University in 2016 along with a Certificate in Financial Planning. Outside of the office he enjoys playing golf, piano and guitar, as well as spending time with his fiancée and 1-yr old Golden Retriever. T.J. is, of course, a Penn State football fan.
Originally from Pennsylvania, T.J. has called Charlotte his home since the beginning of 2019.