*Statistics based on a study done by Insured Retirement Institute (IRI)
We explain how we work for you and the services we offer.
We gather data to learn more about you and your most important goals.
We intuitively analyze your current assets and liabilities to evaluate your situation.
We illustrate your current situation and demonstrate strategies to help achieve your goals in detailed steps.
We implement mutually agreed upon strategies using curated investment platforms and insurance plans best-suited for your needs.
We diligently monitor and reassess your plan to ensure it continues to meet your goals and inspire your financial confidence.
Tony takes a holistic approach when discussing financial strategies with his clients, while striving to understand their goals and future plans. Tony works closely with employers in the non-profit sector, partnering with them to develop and administer retirement plans for employees. Tony holds his FINRA Series 7, 66, and 24 registrations, and is a graduate of The Ohio State University’s Fisher College of Business with a Bachelor of Science in Business Administration and Finance. He is a member of NAIFA, MDRT, and the AXA Hall of Fame. Tony earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and was awarded the AXA Advisors' Retirement Planning Specialist title. Tony resides in Powell, OH with his wife Courtney, and children, AC, Lucia & Domenico. He is affiliated with St. Joan of Arc Parish and the Columbus Italian American Club.
Ryan began his career in financial services in 2008 after completing his bachelor's degree at The Ohio State University. Starting with the Retirement Benefits Group within AXA Advisors and focusing on the goals of educators and their families, Ryan continues to expand his practice with a holistic planning approach to better serve individuals and organizations across many fields. In addition to maintaining his FINRA Series 7, Series 66 registrations, Ryan attained the Retirement Income Certified Professional (RICP®) designation in 2017, which provides him a deeper knowledge and insight into the retirement planning needs of his clients. Ryan resides in Hilliard, OH with his wife Meghan, son Hayden & daughter Makena. He is active with the Columbus Young Professionals (CYP) Group, and is also the Co-President of the Scioto Run Civic Association.
Ryan began his career with AXA Advisors in 2002, and is dedicated to helping individuals and families in the public school and non-profit sector achieve financial success. Ryan holds a Bachelor of Science degree in Business Administration from The Ohio State University, specializing in Risk Management and Finance. In addition to his FINRA Series 7, Series 66 licenses, Ryan also earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and was awarded the AXA Advisors' Retirement Planning Specialist title. Ryan lives in Canal Winchester, OH with his wife Johnean, and his children, Grace and Jack. He enjoys volunteering with the Big Brothers/Big Sisters Project Mentor program, and his church, St Catharine of Siena parish.