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 currently serves as Executive Director of chamber music ensemble, Concertante. He is active in the Harrisburg Regional Chamber of Commerce, a member of the West Shore Chamber of Commerce, and serves as a Board Member of Leadership Harrisburg Area and is proud to call himself a 2007 alumnus.
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.