About
Tony
With more than 20 years of financial planning, budgeting and portfolio management experience, Tony works closely with professional athletes and high net worth individuals, simplifying their financial lives. He is responsible for financial planning, meeting preparation, cash management, monetary transfers and client services. Tony is an important member of our Financial Management team where he assists with investment implementations, budgeting, estate planning and portfolio tracking for clients.
Tony served as the Family Office Manager for Bridgewater Wealth & Financial Management prior to merging with Focus Partners. He was also Operations Manager at MTX Wealth Management.
Tony earned his Bachelor of Science in Finance from the University of Maryland.
In his spare time, he volunteers for the Special Olympics, is an avid camper and golfer, and enjoys relaxing in nature with his wife and son.
With more than 20 years of financial planning, budgeting and portfolio management experience, Tony works closely with professional athletes and high net worth individuals, simplifying their financial lives. He is responsible for financial planning, meeting preparation, cash management, monetary transfers and client services. Tony is an important member of our Financial Management team where he assists with investment implementations, budgeting, estate planning and portfolio tracking for clients.
Tony served as the Family Office Manager for Bridgewater Wealth & Financial Management prior to merging with Focus Partners. He was also Operations Manager at MTX Wealth Management.
Tony earned his Bachelor of Science in Finance from the University of Maryland.
In his spare time, he volunteers for the Special Olympics, is an avid camper and golfer, and enjoys relaxing in nature with his wife and son.