J.T. joined the firm in October 2025 as an Associate Wealth Advisor. He graduated from the University of Kentucky in 2024, earning his B.B.A. in Finance, Accounting, and Marketing. After graduating, J.T. worked at an investment advisory firm outside of Atlanta, GA before making the decision to move west.
As a student of the market, J.T. enjoys tracking the markets as well as working closely with clients to earn their trust. As an Associate Advisor, J.T. works with clients and Advisors to support smooth team processes and attentive client service throughout the advisory relationship.
J.T. currently lives in San Francisco. Outside of work, he’s an avid UK Wildcats fan and enjoys exploring the outdoors surrounding the Bay Area.