Theodore "TJ" Arch
Financial Advisor
T.J. Arch is a dedicated Financial Advisor who brings a wealth of experience and passion for helping people achieve their financial goals. He is licensed in Florida as a CPA (currently non practicing) and Insurance 215 and holds Series 7 and 66 registrations. With a career that began in 2012, T.J. spent the first five years in public accounting, specializing in assurance and audit work for hedge funds and investment partnerships. He then transitioned to corporate financial reporting, working with one of the largest car dealership networks in the country, followed by a role in SEC reporting for a publicly traded commercial bank. Most recently, T.J. was responsible for generating consolidated financial statements and annual reports for the largest aviation FBO network in the world.
T.J. loves his job because he is passionate about helping people succeed financially, grow in financial literacy, and navigate market cycles. He finds satisfaction in seeing his clients achieve their financial goals and gain confidence in their decisions. One of his favorite tasks is using technology to help clients develop and implement comprehensive investment plans, designed to provide them with confidence knowing they are on track to reach their objectives while mitigating risks.
Outside of his professional life, T.J. enjoys reading, playing tennis, being an active church member, and listening to corporate earnings calls. He is also an Eagle Scout, a testament to his commitment to excellence and service. With one year as a Financial Advisor and a solid background in public accounting and corporate financial reporting, T.J. brings both expertise and a client-focused approach to his role.