About
T.J. is responsible for establishing and executing the company-wide goals and strategies, as well as providing customized wealth planning solutions to our clients. Before transitioning to wealth management he spent over a decade trading derivatives on the Chicago Board. T.J. lives in Avon Lake with his wife, Jill, and their three active boys.
Professional Designations
Accredited Investment Fiduciary (AIF®)
Certified Exit Planning Advisor (CEPA®)
Education
University of Dayton
Bachelor of Arts, Communications (2002)
Community
Cleveland Clinic Children’s Hospital Council
Make a Wish Foundation Board Member
Avon Lake Football Club Board Member
Dave Lightner
CEO/Founder
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting