Tony leads his team in helping clients Bring Financial Dreams to Life. He has over 27 years of experience in the financial services industry. Tony holds a B.S. in Finance from Ball State University and is series 6, 63, and 65 securities licensed. He has life, health, and variable licenses in various states.
Tony is a Life and Qualifying member of Million Dollar Round Table, Million Dollar Round Table – Top of the Table member since 1999, member of International Association for Financial Planning, founding member of the Pathway Family Centers, member of the National Advisors Private Client Group (NAPCG), member of National Association of Insurance and Financial Advisors, member of Estate Planning Council of Indianapolis, Indiana, 1992 - 2012 Indianapolis GAMA Associate of the Year, Who’s Who in Financial Services, and advisory board member for the Ball State University Miller College of Business.
Tony resides in Carmel, Indiana with his wife Susan, and daughters, Alyssa, Gabrielle, and Isabella. When the ladies in his life allow him a little spare time, he enjoys sports of all kinds, particularly golf.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #518907 & CA Insurance License #0C01482