Location

Camp Hill, PA and Fort Myers, FL

Education

Master of Science in Financial Services (St. Joseph’s University)

Certified Financial Planner

Certified Exit Planning Advisor (CEPA)

Licenses

FINRA Series 6, 7, 24, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Bio

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.

Since 2004, Tony has dedicated his effort in niche markets such as family business planning, wealth management, and trust & estate planning.

Currently, Tony serves on the Board of Directors for WITF, a Central Pennsylvania public broadcasting entity. He also serves on the board of the Central Pennsylvania Estate Planning Council, the Downtown Camp Hill Association, and he continues to work on various committees for Leadership Harrisburg Area after having completed two full board terms. He is proud to call himself a Leadership Harrisburg Area 2007 Community Leadership Series alumnus.

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