Committed to building long term, trusted relationships
Since 1998, Tony has been providing a high level of service and attention to his clients with their best interests in mind. From physicians, to families, to business owners, Tony loves to learn each and every one of his client’s life stories. He helps them plan so that their time can be spent with family, enjoying personal hobbies, building their careers, and appreciating all of the other pleasures that life has to offer. Tony strives to ensure that his clients do not miss out on anything that is important to them.
“At the end of the day," says Tony, "I want my clients to feel confident about where they are financially, due to the value I have brought to the process.”
Tony is a St. Francis DeSales graduate and has a bachelor’s degree in Business from Lourdes University.
CO, FL, IN, KY, MI, NC, OH, TX, WI, WV
Series 6, 7, 63, and 66
AIF® Accredited Investment Fiduciary
Trust Begins with Understanding
Perhaps no other concept causes greater confusion among investors than whether an advisor is fulfilling the role and responsibilities of an investment fiduciary. That’s why it is important to ask questions that reveal whether an advisor is truly serving your interests exclusively.
Tony and his wife, Kelly, reside in Monclova with their three children, Ethan, Ross, and Gianna. As a family, they enjoy traveling and attending college football games. You might have also seen Tony on the baseball field coaching youth teams, or on the mountain bike trails at Oak Openings. Tony enjoys giving back to the community and, in the past, has served on the board at Lial Catholic School and St. Francis Athletic Boosters.