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 Equitable Hall of Fame. Tony earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and was awarded the Equitable 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.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.