Tony has over 20 years of experience as a financial advisor and holds various prominent designations in the financial services industry. He completed his master’s degree from Central Michigan University and managed over 100 million in client assets prior to joining MDRN Capital. His passion is helping retirees and pre-retirees coordinate their financial resources so they can enjoy the kind of retirement they deserve and have worked so hard for. To accomplish this Tony believes education around things that will have the highest impact is the key to unlocking the door to success.

“People who are in retirement or are transitioning to this stage of their life face many challenges going forward. I believe it will be important for clients to take a holistic approach to their retirement plan, rather than focusing on individual components of their financial life in a vacuum. There is nothing more rewarding than having clients experience the benefits of having all their financial planning pieces fit together.”

When growing up Tony’s father was an educator and his mother a caretaker. He has found these two traits that he learned from both of his parents to be quite helpful in his daily activities as a Financial Planner. Tony and his spouse, Leslie, have two daughters, a dog named Molly, and two cats named Buddy and Rosie that keep them on their toes every day. He is a sports enthusiast and has tried every golf aid known to mankind and swears someday he will be a better golfer.