Helping clients make informed decisions and build confidence in their future is a key part of TJ’s role at Note Advisors. He works closely with individuals and families to develop and monitor financial plans built around their goals and situations. As one of our CERTIFIED FINANCIAL PLANNER™ professionals, he supports his clients through comprehensive financial planning that helps clarify their priorities and reach their long-term goals. 

TJ also supports the firm’s investment operations, assisting with day-to-day portfolio management. He serves on both Note Advisors’ Financial Planning and Investment Committees, helping ensure the firm’s advice and strategies stay aligned with a continuously changing financial landscape.

Before joining Note, TJ gained valuable experience at a registered investment advisory firm in Cleveland, Ohio. He holds a Bachelor’s degree in Finance and Wealth Management from John Carroll University and has earned both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Accredited Portfolio Management Advisor℠ (APMA®) designation, reflecting his strong technical background and commitment to client-focused financial advice.

Outside of work, TJ enjoys spending time with friends, family, and his golden retriever, Maisy. He remains involved in the community through his high school alma mater, St. Joseph’s Collegiate Institute, and is a member of the Amherst Gaelic League, where he helps preserve and celebrate Buffalo’s Irish heritage. You may also find him enjoying a round of golf in his spare time.