AJ is an advisor and the firm’s lead portfolio manager. His primary focus is engaging directly with our clients to understand and address their financial objectives and help them make informed decisions. AJ ensures that clients are given context as to how different decisions may impact their taxes, liquidity, cash flow, and risk exposure, which ultimately gives clients greater confidence in the strategies and disciplines they have in place.
As our firm’s portfolio manager, AJ leans heavily on his understanding of our client’s cash flow needs to determine appropriate asset allocation strategies. “Your cash flow needs are what truly dictate your asset allocation. Adequately planning for your near-term cash flow needs allows you to live through short-term volatility unencumbered, which in turn allows us to invest your long-term dollars with greater confidence. We want our clients to be able to capitalize on growth trends and continue to compound returns for as long as possible, having advisors that thoroughly understand your cash flow needs can make that possible.” AJ manages the firm’s core investment strategies; Accumulator, Distributor, Concentrated Growth Stock, and Tax-Sensitive. He is also responsible for managing our clients’ allocations to Private Equity & Debt, Real Assets, and Hedge Funds.
“AJ’s ability to absorb and decode financial and economic data, and transform it into executable strategies for our team, and our clients, has duly earned him industry-wide recognition. I am so proud to have him as a partner and colleague.” — John Rusciano, Founder and Principal
AJ has earned the CERTIFIED FINANCIAL PLANNER™ designation and holds a Bachelor of Science degree in Financial Planning and Wealth Management from Iowa State University.
AJ lives in St. Petersburg, Florida, with his wife, Jayden, and their two children, Emilia and Henry.