J.T. Closi, CFP®
J.T. is a Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. As a new member of our professional advisory team, he develops financial plans and implements investment portfolio strategies. He specializes in complex financial topics with an emphasis on portfolio management and retirement income planning. Before joining the Hines Warner team, J.T. was a Financial Planning Specialist for two boutique wealth management firms in the Portland area He received his Bachelors of Science in Finance - Financial Planning at CFP® Board Registered Program from the University of Western Kentucky, and holds a Series 66 securities license. J.T. is originally from South Florida, and currently resides in Portland with his family.
Western Kentucky University
Bachelor of Science - Finance,
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