Thomas Conway,  CFP®, APMA™

TJ joined Note Advisors in 2024 as a Retirement Plan Associate. In this role, he works closely with plan sponsors and participants to support retirement plan enrollment, conduct ongoing plan reviews, and help align investment strategies with long-term financial goals—all with the aim of preparing participants for a successful retirement.

Before joining Note Advisors, TJ gained valuable experience at a registered investment advisory firm in Cleveland, Ohio. A Buffalo native, he’s proud to be back in his hometown serving the local community. He holds a Bachelor’s degree in Finance and Financial Management Services from John Carroll University and has earned both the Certified Financial Planner™ (CFP®) designation and the Accredited Portfolio Management Advisor℠ (APMA®) designation, reflecting his commitment to providing client-focused, high-quality financial advice.

Outside of work, TJ enjoys spending time with friends, family, and his loyal golden retriever, Maisy. He remains actively involved with his high school alma mater through his role on the St. Joe’s Alumni Board, supporting alumni engagement and community outreach. You may also find him enjoying a round of golf in his spare time.