Tony works closely with business owners and high net worth individuals to develop and implement financial plans. In addition, he works with not-for-profit organizations, helping to create and execute long-term reserve strategies and employee benefit plans. His areas of specialty include asset management, investment management, retirement planning and financial planning. His clients include a variety of high-net-worth individuals, trusts, qualified retirement plans and businesses.
When he is not assisting clients and leading teams, Tony can be found at the pool watching a swim meet or coaching his three children’s baseball and basketball teams.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS