J.T. joined Gordon Asset Management in 2014 shortly after graduating from the University of North Carolina at Chapel Hill with a bachelor’s degree in economics. J.T. is an integral member of the retirement plan services division of the firm, working directly with both plan sponsors and participants on the day-to-day plan related items. In addition to client services, his primary responsibilities include the production and delivery of Quarterly Monitoring Reports for ERISA plans as well as conducting participant enrollment and education meetings.
J.T. obtained his CERTIFIED FINANCIAL PLANNER™ certification in April of 2021. He also holds his AIF® and CPFA designations.
J.T. resides in Durham, NC along with his wife and dog. In his spare time, J.T. enjoys playing golf, exercising, and watching movies.
Fun Fact: During his time at Chapel Hill, J.T. was team captain of the UNC men’s swim team and school record holder in the 200 yard freestyle.