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. He received his CERTIFIED FINANCIAL PLANNER™ Certification in 2011.
Since 2004, Tony has focused his efforts in niche markets such as family business planning, wealth management, and trust & estate planning. He 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.
Tony works closely with local financial institutions to serve their customers and members with planning guidance. You can find him offering suggestions through his articles published in the Central Penn Business Journal and The Patriot News.
Active in the non-profit arena, Tony had served on the board of Concertante Chamber Ensemble for over seven years, holding a number of positions on the executive committee over those years. He has remained active in the West Shore Chamber of Commerce and the Harrisburg Regional Chamber, and he had actively served in the Camp Hill Lion’s Club for a number of years.
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.
What Tony enjoys most about the business is the complexity of planning and investment support required to properly serve high net worth individuals and business owners. He enjoys the sense of accomplishment in properly preparing and implementing plans and investment strategies. He feels at ease knowing that he has had a positive and lasting impact on the lives of his clients, our advisors, and our team members.
*Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.