Tony has been serving the financial needs of individuals, families and business owners for more than nine years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.

As your financial advisor, Tony takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understanding your investment objectives and your tolerance for risk, Tony works closely with you to develop a customized financial plan designed to help meet your long-term financial objectives.

Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Tony works diligently to help you develop both your personal financial plan and a detailed investment strategy.

Tony’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigating tax liabilities and successfully addressing estate issues, getting better control of discretionary expenses, and reaching your long-term financial goals.

Originally from Iowa, Tony graduated from the United States Naval Academy with a bachelor’s degree and received his master’s degree from Southern Illinois University. He earned his CERTIFIED FINANCIAL PLANNER™ certification from Pepperdine University. Prior to joining Raymond James in 2022, Tony worked for Edward Jones for nine years, after retiring from the U.S. Navy.

Away from the office, Tony volunteers at several community organizations and serves on the Providence Northwest Washington Community Mission Board. Tony enjoys volunteering, hiking and serving our clients.