As an advisor with over a decade of experience, Tony upholds a holistic, personalized approach to serving clients, including families and business owners. He understands that a financial plan should encompass much more than investments, instead taking into account all facets of a client’s life. In addition to empowering clients through tailored planning and informed advice, Tony and his team developed the Financial Navigation Process. This process is founded on helping clients establish and pursue their financial goals while providing boutique-style service.
Tony, who holds a bachelor’s degree from Indiana University and a Master of Business Administration from Michigan State University, first entered the world of investment in 1989, when he was 15 years old. Since then, he’s managed his own accounts, consulted for international companies and used both his personal and professional financial knowledge to help others. Prior to joining Raymond James in 2019, Tony worked for A.G. Edwards and Wells Fargo Advisors for a total of 12 years. It was during this time when he earned his Chartered Retirement Planning Counselor℠ designation. Before attending college, he was in the Army for four years, where he served as a translator and was certified by the Defense Language Institute for studying Arabic.
Tony and his wife, Amy, live in Muncie, Indiana, with their two children, Marigail and Ali Corinne. In his free time, Tony enjoys homebrewing, writing, hiking, biking and doing anything with his wife and daughters. Passionate about giving back to his community, Tony is a former board member of A Better Way in Muncie and a former member and past president of Muncie Sunrise Rotary.
Raymond James is not affiliated with the above organizations and/or charitable causes.