TJ joined MONECO in November of 2023 and brings with him a decade of experience in the financial services industry. He graduated from Wheaton College (MA) with a degree in economics where he was also a member of the baseball team. After graduation, he began his career at the Chicago Board Options Exchange, working for a proprietary trading firm who specialized in agricultural commodities products. After spending a few years at the CBOE, he knew that he was destined for something bigger.
A long-time student of financial markets and the human psyche, he eventually found his passion in the world of financial planning. It was the perfect excuse to start his business and make his way back home to Connecticut. In 2021, he obtained the CERTIFIED FINANCIAL PLANNER® designation, which served to further his commitment, knowledge, and expertise, in the world of financial planning.
Today, he loves spending time with clients, most of whom have become more like friends or family at this point. When he’s not helping his clients improve their lives, he can be found wherever the nearest concert is being played, on the golf course, or in some foreign country with his fiancé, Julie. They plan to get married in September of 2024 and hope to start a family shortly thereafter.
Get to Know TJ...
Favorite part about working at Moneco: Everyone on the team comes from different walks of life. It's amazing getting to learn everyone's stories and being provided with the opportunity to join them on their path.
Favorite thing to do outside of work: Discover new live music, travel, attempt (miserably) to join the PGA Tour
What I enjoy most about what I do: Every day and every client is different. Getting to make an impact on other people's lives is a special opportunity that not many other careers can provide.
Biggest challenge: Making sure that I get to learn about each team member's background. Everyone is unique and deserves to have their story shared.
Quotation: "Don't take life too seriously, you'll never get out alive" - Elbert Hubbard
Vacation: Narragansett, Rhode Island
TV Show: The Walking Dead
Music: I enjoy it all!
Sports Team: Cowboys, Yankees, Rangers