TJD and Associates

About TJD and Associates

Your Trusted Financial Professionals in Retirement and Investment Planning

At TJD and Associates, we focus on financial planning for Texas educators, healthcare professionals, and the people closest to them—spouses, families, and colleagues. Whether you’re planning for retirement, navigating complex investment decisions, or protecting your future, we offer clear, personalized guidance built on over 15 years of experience.

Our Story

Our firm was founded by an educator-turned-advisor with a background in the PhD program for Political Science at the University of Connecticut. There, he discovered his true passion: helping people understand and take control of their future. That same passion drives our approach to financial advising today.

After relocating to Texas, he built a practice focused on the specific needs of public-sector professionals, particularly those in education and healthcare. Over time, our client base has grown to include families, retirees, and professionals across industries who trust us to help guide them through every financial stage of life.

Who We Serve

While we have deep experience and knowledge in public-sector retirement planning, our services extend far beyond the classroom or clinic. We work with:

Educators and University of Texas employees
Medical professionals and healthcare workers
Spouses and family members of our clients
Colleagues and referrals from our trusted network
Anyone seeking experienced and knowledgeable advice on retirement, investments, or protection strategies

What We Focus On

Our goal is to help simplify your financial decisions and help you move forward with confidence. Our services include:

Guidance on the University of Texas Optional Retirement Program (ORP) and TRS
Help with 403(b) and 457(b) voluntary retirement plans
Support with Traditional and Roth IRAs
Investment strategy and portfolio management
Annuities and insurance-based protection strategies

Our Philosophy

We take an advice-first, people-focused approach. Every client relationship begins with listening and learning—about your goals, concerns, and what matters most to you. Then we help build a plan to match, using clear communication, transparent recommendations, and ongoing support.

At TJD and Associates, you’re not just working with a financial advisor—you’re working with a guide who’s committed to your success.

Let’s Talk About Your Future
Whether you’re just starting to save or planning to retire soon, we’re ready to help.

📅 Schedule Your Free Consultation
📞 Or call us at 512-794-1311 to get started.