Tony’s passion is working with and educating our clients on establishing goals, determining risk tolerance and implementing sound investment strategies. An area of focus for Tony is designing and implementing employer-sponsored retirement plans. He earned a Bachelor of Arts degree in Economics from Syracuse University and has obtained his Certified Financial Planner™ and Accredited Investment Fiduciary™ certifications.

As a graduate of Leadership – Greater Syracuse, Tony shares a vision of a better and more vibrant community in Central New York. His 2006 class has designed and implemented a mentoring program in the Syracuse City School district to help at-risk children envision a successful future. He and his wife, Anne, enjoy many family activities with their son and daughter.