About

J.T. is CERTIFIED FINANCIAL PLANNER™ and runs his national financial planning practice out of Columbia, SC. 

He has a B.S. in Economics and Series 7 and Series 63 securities licenses. He is also licensed to broker Life, Disability, and Long Term care insurance.

He and his wife (Emily) are from metro Atlanta and have two children (June & William). 

J.T. is a ruling elder at Columbia Presbyterian Church and sits on several boards for mission organizations.

Our Clients

Retirees, Emerging Affluent Professionals, Closely Held Business Owners