How I got here:
“ I’ve always had an interest in financial planning. Initially my research and studies were put to use in my own personal investments, around the time our first son was born. As others found value in what I had learned and shared, a career idea was born. I had no interest in selling financial products so I focused on the fee-only advisor model. I became passionate about building a business around the ideas that I share with the incredible team at Rockbridge.”
Favorite part of the job:
“I enjoy learning about people, especially what drives and concerns them. I find real satisfaction in simplifying the financial lives of engaging individuals with interesting tales to tell. Luckily for me, I find that covers most people I encounter.”
Syracuse University (B.A.), College for Financial Planning (CFP®)
NAPFA ((current member and former Regional Board President) Community: Board member and girls travel team coach, F-M youth soccer (Treasurer), Downtown Syracuse YMCA (Corporate Sponsor and former Board President)
Beneath the surface:
Tony currently resides in Manlius, NY with his family. I have to thank my wife Anne for paying the bills when I quit my job to start my financial planning career. Together, our greatest joy is raising two kids (Joel & Lauren) and our dog Buddy.