Tony offers financial planning and investment advice to members of his community. He comes well-equipped to aid his clients in their financial concerns, as he has been in the securities business since 1985 and has three decades of experience in the insurance industry. He holds degrees in Accounting and Business Management, and is licensed in Life, Health, and Long-Term Care insurance. Tony is registered in general securities with Osaic Wealth, and is an Investment Advisor Representative with them as well. He also holds the designations of Chartered Financial Consultant and Chartered Life Underwriter.
Tony is able to use his knowledge of financial markets and tax-qualified plans, as well as his understanding of estate planning techniques and client needs and objectives, to help individuals manage their financial assets. He uses his training and experience to help his clients overcome the worries of planning for retirement, transferring estate assets, and establishing funds for education.
Tony says, “I gain great job satisfaction from helping others feel a level of financial well-being that they otherwise would not have had without assistance.”
Through his church and volunteering in a variety of civic and charitable organizations, Tony believes in giving back to his community. His wife, Donna, and their five children fill his spare time with joy and purpose.