TJ Mack is one of the firm’s financial planners and works closely with the broader planning team to guide clients through investment strategy, retirement planning, and and helps clients get a firm handle on the everyday financial decisions that drive long-term outcomes, from spending habits to savings structure and cash-flow planning. 

TJ has a particular passion for working with younger professionals and families—helping them get organized early, build momentum, and reduce the financial stress that naturally comes with juggling careers, kids, and competing priorities.

He earned his Bachelor of Business Administration (BBA) in Finance and Economics from Western Michigan University (GO BRONCOS!) He obtained his Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning and is currently working toward obtaining his CERTIFIED FINANCIAL PLANNER™ certification.

Outside the office, TJ stays active and enjoys everything Michigan has to offer—whether he’s lifting, cycling Up North, or spending time with his family.