Director of Financial Planning & Advisory
Tony is dedicated to helping clients manage their financial lives by reducing complexity and providing objective guidance that is tailored to each client’s unique situation. In addition to working with clients, Tony leads the firm’s financial planning practice and oversees WGCA’s team of advisors.
Bringing 15 years of wealth management experience to WGCA, Tony’s entire career has been focused on serving high-net-worth individuals, families, as well as non-profit organizations. Prior to joining WGCA, Tony opened and led the Washington, D.C. branch office of a large Chicago-based independent advisory firm.
He co-founded the Young Professional Advisors Council (YPAC) of the Greater Washington Community Foundation and served as a board member of the Professional Advisors Council (PAC) of the same charitable organization.Tony graduated from Miami University with a degree in Finance and is a CERTIFIED FINANCIAL PLANNER™. He resides in Arlington, VA with his wife Lauren and two young children.