With two decades of expertise in Wealth Management and Financial Planning, Tony is committed to assisting clients in reaching their financial objectives. Driven by his dedication to his clients, he takes the time to understand their true motivations and goals, making him a great partner for any financial journey.
After observing his father's interactions with clients and witnessing the positive impact of his work and advice on their lives, Tony developed an enthusiasm for financial planning. Driven by a desire to help others succeed, he has dedicated his career to helping individuals thrive and secure their financial futures.
Even after 20 years, Tony consistently seeks innovative solutions to help clients achieve their financial goals. He remains up-to-date with market trends and products, employing tailored strategies for each individual client to guide them on their distinct financial path.
In addition to financial planning, Tony values spending quality time with his family. Although his golf game is still a work in progress, he enjoys playing the occasional round with his wife, Rachel. Most weekends he can be found watching his daughter play hockey or his son ski and race mountain bikes. In his spare time, Tony tackles home improvement projects and enjoys riding motorcycles.
BACKGROUND & EDUCATION:
BA from Hanover College 2001
Financial Advisor Since 2005
Certified Financial Planner 2011
Behavioral Financial Advisor 2024