Tony began his financial services career in 1994 with a passion to serve clients, while also helping them take a sound investment approach to reach their goals. 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 organizations like Carroll High School, Dayton Target Ministries, and Dayton Urban Young Life to name a few.
A graduate of Wright State University, Tony earned his bachelor’s degree in finance and financial services. He also earned the Chartered Retirement Plan Specialist® (CRPS®) designation from the College for Financial Planning.
Tony, his wife, Marcia, and their two daughters currently live in Beavercreek Township and have been lifelong residents of the Buckeye state. Tony and his family attend St. Luke’s parish in Beavercreek. Tony is a skilled angler, marksman and gardener.