Tony joined our firm in December, 2012 after spending a long career in several corporate financial roles. He was a Finance Senior Vice President with the Heinz Corporation and held VP finance roles with PepsiCo where he spent over 20 years. He has extensive experience in business strategy, planning, financial operations and information technology, and has been a trusted advisor to Corporate CFOs and CIOs in large, multi-national companies. He continues to be a consultant to business leaders and has now extended his expertise to personal planning and wealth management.
Tony is a CPA since 1982 (registered in the state of the CT), has an undergraduate degree in accounting from Fairfield University, holds an MBA from the University of Connecticut and has a post graduate financial planning certification degree from SMU. He passed the national CFP exam in 2012 on his path to gain CFP® professional certification. Tony is a member of the Connecticut State Society of CPAs. He is a high-achieving, results oriented professional who is now bringing his CFO expertise to private wealth management. Tony holds the Series 7 securities and Series 66 professional licenses.
He and his wife of 30 years, Denise, moved to the Dallas area in 1997 and have two children, both grown and on their own. In his free time, Tony is a general sports enthusiast and an aspiring golfer.