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

Favorites

Quotation: “Don’t take life too seriously, you’ll never get out alive.” – Elbert Hubbard
Vacation Destination: Narragansett, Rhode Island
TV Show or Movie: The Walking Dead
Band or Music: I enjoy it all!
Sports Teams: Cowboys, Yankees, Rangers
TJ joined Moneco Advisors in November of 2023 and serves as a Partner, helping to lead the strategy and direction of our Glastonbury office. He also currently serves as Moneco’s Director of Tax, where he leads strategy on the intersection of our wealth management and tax businesses.
Experience:
TJ began his career at the Chicago Board of Trade, where he gained early experience in fast-moving markets and risk-based decision making. From there, he went on to start his own wealth management business, working directly with clients to help shape their financial futures’. In 2023, TJ merged his business with Moneco Advisors, vastly expanding the resources available to him and his clients.  
Education & Certifications:
TJ earned his degree in Economics from Wheaton College (MA). He is also a Certified Financial Planner (CFP).  
Personal:
Outside of the office, TJ can usually be found at a concert, on the golf course, or traveling with his wife, Julie, and their son, Mason.

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