TJ is a professional with a strong background in valuations and employee ownership. His diverse skills and experience, including technical, project management, financial analysis, regulatory requirements, and audit experience from his time in the banking and mortgage industries, make him well-suited to provide guidance and advice to clients. Since joining ESI in 2015, TJ has worked on a wide range of valuations, including equity transactions, fairness opinions, annual ESOP reports, leveraged buy-outs, and sell-side analysis. He has experience working on both existing and prospective ESOPs, as well as mergers and acquisitions, and consulting projects.

TJ also holds an Accredited Senior Appraiser (ASA) credential in Business Valuation. This credential is important in the field of business valuation because it demonstrates a high level of competency and professionalism, as well as a commitment to ongoing education and adherence to the standards of the profession. The ASA credential is awarded by the American Society of Appraisers, which is a leading organization that sets standards and best practices for the appraisal profession. Holding an ASA credential in Business Valuation demonstrates that TJ has the knowledge and skills necessary to provide accurate and reliable valuations for his clients. It also signifies that he is committed to upholding the highest ethical standards and providing unbiased and objective valuations. In addition to his technical skills, TJ is also active in the ESOP community, sharing his knowledge and insights through speaking engagements on various topics related to valuations and employee ownership. With his diverse skills, experience, and education, TJ is able to provide guidance and advice to clients looking to navigate the complex world of valuations and employee ownership.

Education and Professional Licenses

  • BA – Finance – University of Wisconsin – Milwaukee
  • ASA – Accredited Senior Appraiser

Professional Affiliations/Association Memberships

  • Member – American Society of Appraisers (ASA)
  • Member – National Center for Employee Ownership (NCEO)
  • Member – The ESOP Association (TEA)
    • Wisconsin Chapter (serving WI chapter since 2016)