Advisor profile

Our approach

As experienced advisors with Ameriprise Financial, we focus on working with clients that require more complex financial planning. Over our years of experience, we have come to understand that there are four things we believe clients need and want from an advisor.

They want an advisor that will “know me,” “guide me,” “protect me” and “value me.” To address those needs, at Pathlight Wealth Management, our approach to financial planning starts with your goals and values, not just the numbers. We will work with you to thoroughly understand what you want and expect from life and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long-term. We understand that a financial planning relationship is not just about the numbers, it is about understanding your hopes and dreams for the future and how professional guidance can help you get there.

We appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan accounts for protecting your hard work.

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Charitable Giving
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Domestic Partner Planning
  • Wealth Preservation Strategies


  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Science, Psychology, Ursinus College, Collegeville, Pennsylvania

Community participation

  • Trinity High School Swim Team, Assistant Coach, 2019-2021


While my name is Thomas, I prefer to go by TJ. I spend my time at home with my wife who I met freshman year at Ursinus College. We currently live with our two cats, Pippin and Samwise. We enjoy tabletop and board games but when we exit the house, we like to try our hand at rock climbing.

My other interests include tinkering with computers and video games. I'm an avid history nerd who enjoys learning about all periods and cultures. I believe that learning about other cultures and seeing from other's perspectives allows me to best serve my community by volunteering for causes that delivers assistance to those in need.