Tony draws on his 19-plus years of financial industry experience to help clients manage every matter that money touches. From providing clients with managed investment strategies to helping them plan for the retirements they envision, Tony’s top goal is to help clients meet theirs.
“I apply a holistic approach to financial planning,” he says, “taking the time to understand each of my client’s plans and dreams for the future. As their lives change and their needs evolve, we adjust their plans accordingly, helping ensure they’re still headed to where they want to be.”
In addition to cultivating close client relationships, Tony spends his days monitoring economic and market conditions, staying abreast of any new strategies that may benefit his clients while identifying areas of potential risk. He prefers to help clients through an educational and collaborative approach, clarifying confusing financial topics so clients can better understand their investments and feel empowered when it comes to their financial futures.
Tony joined Raymond James in 2019, a firm he admires for its client-first reputation and exceptional advisor support. His past experience includes stock and option trading and mutual fund wholesale distribution. Prior to joining Raymond James, Tony worked as a financial advisor with JP Morgan Chase and Wells Fargo Advisors.
Raised in the Midwest, Tony has lived in Denver since 2003. He loves to spend his free time with his family, especially enjoying the great Colorado nature by camping, hiking or skiing.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.