Tony serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. His comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning.
Prior to joining Creative Planning Tony worked for a national independent advisory firm as Vice President. His career there was spent assisting high net worth individuals with developing customized investment portfolios. Tony has also worked for a national financial services firm where he helped high net worth individuals develop comprehensive financial plans.
Tony holds the CERTIFIED FINANCIAL PLANNER™ designation. He graduated from LaSalle University where he majored in Finance and minored in Risk Management.
Tony is married to Lindsay and they have one daughter, Kennedy. He enjoys activities such as fishing, golfing, basketball and spending time with his family.