Tony has been guiding individuals, families and business owners through financial decisions since 1998. With a deep understanding of both investments and values-based planning, he helps clients align their money with what matters most.
Tony began his career at TD Ameritrade, rising from the trading desk to managing one of the firm’s largest offices in Cleveland. He later served as a business banker with FirstMerit Bank in Mansfield before joining Quest Wealth Solutions in 2014. He believes His diverse background in banking, investment advising and leadership gives him a well-rounded perspective on financial planning.
He holds a Bachelor of Science in environmental management with an emphasis in finance from Taylor University, and maintains Series 7, 9, 10 and 66 licenses. Tony is also a CERTIFIED FINANCIAL PLANNER® professional and a Certified Kingdom Advisor®.
Tony and his wife Jaena (and their dogs Poe and Winnie) live in Mansfield, Ohio. Their daughter Olivia is in New York pursuing a career in fashion, and their son Carter attends Taylor University. Tony is active at Crossroads Church, where he serves as an elder, leads a core group and facilitates the Journey of Generosity retreat.
“I believe financial clarity leads to freedom – and freedom leads to generosity.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.