Tony Schock, CRPS®
Director | Family Wealth Advisor
Tony began his financial services career in 1994 while earning a bachelor’s degree from Wright State University. Along with the team, he truly has a passion to serve clients and believes in setting goals to coincide with sound holistic wealth management. He also earned the Chartered Retirement Plan Specialist® (CRPS®) designation from the College for Financial Planning early in his career.
Tony and his wife come from bigger families, so being family oriented is a natural focus. Tony looks at his clients as extended family and really appreciates the relationships he’s built with them.
Tony lives out the team mission of making a positive impact to the local community by supporting Christian organizations like Carroll High School, Dayton Target Ministries, and Dayton Urban Young Life to name a few.
Tony and his wife Marcia have been lifelong residents of the state of Ohio and currently reside in Beavercreek Township. They also have two grown daughters that also reside in the Buckeye state (OH). Tony is a skilled angler, marksman, and gardener.