Tony has a passion for helping clients achieve their financial goals and dreams. It is this desire to help people that drove him to enter a career in financial planning, where he could truly make a difference in his client's lives. He feels a great sense of satisfaction when a financial plan is achieved.
Tony specializes in helping clients with ALL their financial needs - from college and retirement planning to insurance, investments, and estate planning. He is a firm believer that in order for any plan to be successful, all aspects of ones’ situation must be looked at and considered.
Tony is a Registered Financial Consultant (RFC), Certified Estate Planning Advisor (CEPA), Registered Investment Advisor and has been a Registered Principal FINRA Series 24 since 1984. Other licenses include FINRA Series 66, Municipal Principal FINRA Series 53, Options Principal Series 4, along with Life, Disability, and Long Term Care Insurance.
A true testament to Tony's dedication to his clients is that he has served multiple families where FOUR generations have been clients.
In his spare time, Tony loves spending time with his family and his dogs, discovering new restaurants and wines. He is happiest when traveling and exploring anywhere warm with clear blue water.