As Chief Financial Officer at SD Capital, JT plays a key role in shaping the firm’s financial strategy, ensuring long-term sustainability, and identifying opportunities for growth and efficiency. With a strong foundation in financial analysis and a forward-thinking mindset, he brings clarity and insight to the decisions that help move the firm—and its clients—forward.

JT graduated from The Ohio State University with a degree in Finance and later earned his MBA from Bowling Green State University. During his time at Ohio State, he was actively involved in both a business fraternity and a community kindness organization—early signs of his blend of strategic thinking and values-driven leadership. He began his career in corporate finance at a metal manufacturing company before joining SD Capital, where he now supports forecasting, budgeting, and operational planning across the firm.

Known for his analytical thinking and steady leadership, JT helps ensure that the firm’s financial infrastructure supports not just internal goals, but also the experience and outcomes clients depend on. His approach reflects the belief that financial strength—whether at the firm level or for a family—is what makes freedom and fulfillment possible.

Make your money mean more.

See if We’re a Fit