T.J. McDermott, CFP®

T.J. McDermott, CFP®

Financial Services Representative
Financial Planner

Cornerstone Financial Group
10801 Mastin Boulevard, Suite 550
Overland Park, KS 66210

Phone: (913)754-2452
Fax: (913)345-0945
E-mail:

 

  • Named in KCB Magazine and KC Magazine to Five Star: Best in Client Satisfaction Wealth Manager for 2007, 2008 and 2009
  • Member of Financial Planning Society  
  •  2007 – Received Financial Planner Certification
  • 1999 – Joined New England Financial
  • 1996 – Entered Financial Service Profession
  • BS/BA degree in Finance from Creighton University
 
TJ McDermott is a CERTIFIED FINANCIAL PLANNERTM practitioner and Investment Advisor Representative for CFG Wealth Services, a general agency of New England Financial. TJ has been recognized as a Top Financial Planner in Kansas City and named “Best in Client Satisfaction.” As a Financial Planner, TJ’s goal is to help his clients simplify their lives through proper organization and effective management of their financial objectives. 
 
TJ’s approach to financial planning is entirely different. “Providing client-centered, objective advice through the generations” has been and will continue to be the cornerstone of his business philosophy.
 
A key ingredient to TJ’s success is his determination to provide the utmost in client service and satisfaction.   In 2008 TJ expanded his practice to include his Client Service Manager, Kelly Poje whose main goal is to assure his clients needs are met.
 
TJ and his wife, Katie, have chosen Kansas City to build their home and are enjoying raising their children, Nicklaus, Benjamin and soon to be Ellie, in the heart of the Midwest. “I love being a Daddy. Nicklaus is always following me around and imitates everything I do. Knowing I have the opportunity to shape my children’s lives is an awesome responsibility but I think it makes me a better person. I’m not sure life gets any better than that.”

 

*The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of
FIVE STAR: Best in Client Satisfaction Wealth Managers.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client.
• The FIVE STAR Award is not indicative of the wealth manager’s future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or the magazine.
• Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future
investment success nor is there any guarantee that the selected wealth managers will be awardedthis accomplishment by Crescendo in the future.