T.C. advises families, entrepreneurs, endowments and foundations to help preserve and grow their wealth.
Prior to joining Sapient, T.C. worked at Charles Schwab beginning in 2016. Having obtained the Series 7, 63, and 66, he served as a Senior Specialist, High-Net Worth representative. As a tenured broker within Schwab’s Pinnacle Department, he was able to interface with several different branch locations, financial consultants, and high net worth clients.
T.C. attended Indiana University, where he played baseball for the Hoosiers. He graduated with degrees in kinesiology, sport marketing management with a business minor and master of science in kinesiology, athletic administration.