Bio

Tony has been servicing the financial investment needs of clients for over 30 years.  He holds two designations: Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS).  Educating clients about the various aspects of investing is an important element in Tony’s practice.  He believes bringing clients into the management of their investable assets goes a long way to instilling confidence and ultimately leads to a superior client / advisor relationship.  The end-product is a partnership with one overriding goal: Financial success.