Tj Middlesworth Cfa, Cfp®

TJ Middlesworth, CFA, CFP®, is the owner of Entrusted Wealth LLC, providing independent investment management and financial planning services in Flathead Valley, MT, since February 2018. Currently serving as Portfolio Operations Manager at Baker Boyer Bank since May 2019, TJ previously worked as a Financial Services Consultant from August 2017 to April 2019. Prior experience includes roles as Chief Investment Officer, VP, Sr. Portfolio Manager, and Financial Advisor at Baker Boyer Bank from March 2011 to July 2017, as well as time at Pacific Crest Securities as an Equity Research analyst covering the entertainment sector from September 2006 to March 2011. TJ holds a degree from Linfield University, attended from 2000 to 2004.