Tony started with Quest Wealth Solutions in February, 2014. He has been helping individuals and business with their investments and finances since 1998. He brings a diverse background that includes being a personal and business banker, investment advisor, along with holding management positions at both banking and investment firms.
Tony started his financial career in 1998 with a national brokerage firm (TD Ameritrade), where he started on a trading desk and worked his way up to managing a large office in Cleveland, Ohio. Most recently he was with FirstMerit Bank where he was a business banker in the Mansfield area. He has a Bachelor of Science degree in Environmental Management, with an emphasis in Finance from Taylor University. He currently hold his Series 7, 9, 10 and 66. He has also earned the CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional certification.
Tony and his wife Jaena, along with children Olivia and Carter reside in Lexington. Away from the office, Tony spends time watching and coaching his children in a number of sports. He and his family are active at Heartland Church and he also serves on the board for Lexington Youth Football and Clearfork Pool.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.