As CWA Managing Partner, Tony followed in his grandfather’s and father’s footsteps providing creative wealth management and planning solutions for his clients, their businesses, employees, and families. He also focuses on growing our advisor base, operational efficiencies, and leading the team to new and exciting initiatives.
Tony has a Master’s Degree in Financial Services (MSFS) from Saint Joseph’s University’s Haub School of Business which included graduate coursework in areas as diverse as investment management, insurance planning, derivative securities, business accounting, tax and retirement planning, and economics. In 2011, Tony went through the rigorous CFP® process to meet professional standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients as he received his CERTIFIED FINANCIAL PLANNER™ Certification. Currently, Tony is participating in the Chartered Retirement Plan SpecialistSM (CRPS®) program through the College for Financial Planning which focuses on retirement planning and fiduciary responsibility for businesses and organizations. Since 2004, Tony has dedicated his efforts in niche markets such as family business planning, wealth management, and trust & estate planning.
[ Tony works closely with business owners to plan for their executives’ futures, grow their corporate assets, and secure their employees’ retirement plans. ]
Through The Central Pennsylvania Business Journal, Tony has been presented with the 2011 and 2012 Top Wealth Managers award and 2012 40 Under 40 award. He has also been awarded Million Dollar Round Table* status for 2011 and 2012. You can find him offering suggestions through his articles published in the Central Penn Business Journal and The Patriot News.
Currently, Tony serves on the Board of Directors for WITF, a Central Pennsylvania public broadcasting entity, and he chairs the PR Committee whilst serving on the Board of Directors of Leadership Harrisburg Area, he is proud to call himself a 2007 Community Leadership Series alumnus. Additionally, he has joined the Board of Directors at the Estate Planning Council of Central Pennsylvania, and he belongs to the Financial Planning Association in Central Pennsylvania.