Team Details

JT was born and raised in central Illinois and understands the values that are important to this community. He is an alumnus of Peoria Notre Dame High School & Illinois Central College where he obtained an Associate in Arts degree. JT is very detail oriented and in turn takes his role as a fiduciary very seriously. When he is not working with clients face to face, he is reviewing & researching to make sure Nest Egg is up to date on current market trends, legislation changes, and any other regulatory changes. JT is David’s son and began working at Nest Egg in 2018 as David’s assistant. Since 2018 JT has become licensed in Life/Health insurance which allowed him to introduce Medicare reviews to the Nest Egg process in order to further support their retired clients. JT is also a licensed financial advisor and in March of 2022 obtained the Accredited Asset Management Specialist, AAMS™ designation. When JT isn’t working you can find him out riding his bike, on a local hiking trail, or spending time with his family & friends.