Managing Partner & CEO
(877) 807-2079

With more than 20 years in the financial services industry, Tony has the skills and expertise to help you implement all forms of business and retirement planning. His specialties include wealth preservation, wealth management, pension and 401(k) planning, estates and business owner issues.

Tony Holds Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) securities registrations and a Life, Accident and Health license. He has earned designations including Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®).

Tony received bachelor’s degrees in political science, history and business from the University of Minnesota. He has also contributed personal finance articles for publications including the Lansing State Journal.

Tony has served on the Planned Giving Board for Lansing Community College and the American Red Cross as well as a board member and a member of the Investment Policy Committee for the Greater Lansing Estate Planning Council. He is a past board member of a Public Traded Bank Board.

He is married and has four children. His personal interests include golf and woodworking, and he is an outdoor enthusiast.