our team

T.J. Gliha

President, Partner

TJ 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.  TJ 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
University Hospitals Diamond Advisory Board
Avon Lake City School Foundation Board Member
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