Tony began his journey in the financial services industry in 2000, holding various leadership roles at TD Ameritrade. Tony worked as the Director of Business Development at a multibillion-dollar RIA where he later served as Partner. He eventually rose to the role of Managing Partner, having helped create the wealth management division of the business. There he helped high net worth individuals gain confidence in all aspects of their financial future from 2005 to 2022.

Tony strives to make complex wealth management strategies accessible, so they can be easily understood and utilized.

A lifelong resident of Northern Virginia, Tony currently lives in Leesburg with his wife, two children and two dogs. He enjoys photography, hiking, golf and traveling.