Trust and Settlement Associate
AJ Gomez is the Trust and Settlement Associate at Covenant Trust. He has been with Covenant Trust since November of 2014. AJ finds it fulfilling to navigate with clients’ loved ones through the nuances of trust and estate settlement.
Prior to his role as Trust and Settlement Associate, AJ was an IRA and IMA Administrator for the company. Before coming to Covenant Trust, AJ spent 10 years in the agriculture trading pits at the Chicago Board of Trade, trading futures and options. His experiences there taught him the importance of long-term investing. AJ earned his CTFA (Certified Trust and Financial Advisor) certification through Cannon Financial Institute in November of 2017.