About TJ Middlesworth: Financial Planning and Investment Expertise
Roots in the Flathead Valley
Raised in Bigfork, I returned to Flathead Valley in 2020 with my family after stints in Oregon and Washington. When I'm not brainstorming ways to improve Entrusted Wealth LLC, you'll find me hiking, coaching basketball, or enjoying a movie night with my family.
Credentials You Can Trust
I bring a wealth of experience and credentials to the table, including:
Chartered Financial Analyst (CFA)
Certified Financial Planner™ Professional
These credentials represent a commitment to the highest standards in financial planning and investment management.
Career Milestones
I've been navigating the financial industry since 2004. My career has ranged from equity research in Portland, where my team ranked on Institutional Investor's Best of the Boutiques, to serving as the Chief Investment Officer for a community bank Trust company overseeing $1.2 billion in assets.
