Thomas Conway
Thomas Conway, CFP®, APMA™
Retirement Plan Associate
TJ has always had a deep-seated passion to help others. His time at John Carroll University is where he found his interest in finance and wealth management. This is where he refined his true calling, to serve people and guide them through their complex financial lives. TJ brings four years of experience primarily in investment and tax planning. He currently holds the Accredited Portfolio Management Advisor designation and is actively pursuing the Certified Financial Planner certification to further elevate his expertise.
TJ believes that Note’s greatest asset lies in its unwavering commitment to the fiduciary standard. This dedication provides clients with the most efficient and objective methods to realize their financial goals, pursue their dreams, and embark on an endless journey toward eudaimonia. As TJ reengages with Buffalo, he is excited to become more involved in the community while providing retirement services to local businesses, their participants, and other individuals.
Beyond the confines of the office, TJ finds joy in the company of loved ones, including his loyal golden retriever, Maisy. His interests include hitting the golf course, embracing Buffalo’s sports scene, enjoying local food spots, and all while trying to maintain a healthy lifestyle.
Latest News from Note:
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If you don’t look at it, it won’t change
Some things will never change. Certainly seems to be true when it comes to talking about, or not talking about … money. Centuries have passed since the first use of money, and yet money remains a taboo subject. A subject for many to be avoided at all costs. Conversations involving money are uncomfortable because of their……
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Divorce – a self-fulfilling prophecy of misery or salvation?
Frustration builds as your bank account bleeds… It bankrupts your patience and any remaining good sense. You probably wonder, “What the hell am I paying for?” Divorce is hard. It’s complicated, overwhelming, and heart wrenching. It’s painful, scary, intimidating, and maddening. It’s also quite costly. The pressure is on to make decisions … big decisions……
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5 Myths of Tax Planning
They say all you need to survive is food, shelter, and love. I think they forgot tax planning. It doesn’t have the kind of marketing that love gets, but it’s the most unbelievably useful financial practice you might never have heard of. Picture this: over the past 40 years you have been stockpiling savings into……
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7 Myths about Wealth Coaching
Rebel. Rescuer. Magician. You probably have an instant picture of the word and what it means. The same could be true of “wealth coach.” Problem is, most people don’t know what a wealth coach is or does … and when they find out, they either want to dive right in, or run. If you’re a……
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Happiness Is Not a Reward
“Money is the key to happiness.” Do you believe that? Be honest. As I scroll through social media, watch videos, and listen to podcasts, very few are willing to admit that money is in fact the key to their sense of happiness. Even those that regard themselves as “spiritual”, can’t or won’t admit that their……
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Resources for Inspiration
Navigating the family business landscape can feel treacherous, complicated, and overwhelming at times. Luckily, you’re not alone. Tom, Erik, and Mike have compiled their favorite resources for individuals searching for inspiration. Read Trapped in the Family Business “How do individuals get trapped in their family business? What are their options? Why don’t they just leave?……