Financial advisor
& Owner of navigate risk advisors
Core Focus Areas:
- Commercial Property & Casualty, All Lines
- First Responders
- Medical Plan Cost Reduction Strategies
- Policy Audits
- Succession and Wealth Transfer Strategies
- Buy-Sell Funding & SERPs
- Premium Financing
- Critical & Chronic Illness Solutions
TJ has a 20 year history in the Financial Services industry, after serving our county as a Boatswain Mate Petty Officer in the unites States Coast Guard. As an officer, he trained, directed and supervised personnel in the ship’s’ maintenance duties and all activities relating to marlinspike, deck, boat seamanship, painting and upkeep of a ship’s external structure and deck equipment. He also operated and maintained equipment relating to the integral role of a ship’s navigation.
Using these leadership skills, TJ formed his own independent property and casualty business focusing on all aspects of delivering insurance to families, businesses, and non-profits including commercial lines, home and auto, risk management, and life & health.
TJ presently holds his commercial property & casualty, life & health and annuity licenses and graduated with a degree in Sociology & Marketing from Baldwin Wallace University, where he also served as the captain of the swim team.