As Chief Operations Officer and Senior Wealth Advisor with Strategic Wealth Partners, Tony manages two highly important roles. He draws from his diverse array of skills to help clients achieve their financial goals while also making sure SWP runs like a smoothly functioning, client-centric advisory firm. He strives to provide clients with superior service, while advising them on comprehensive, proactive wealth management. In his role as a Chartered Retirement Planning Counselor® (CRPC®), Tony thrives on helping clients realize their retirement goals.
Tony began his career as a civil engineer, displaying exceptional ease with numbers and technical details. His transition to the more customer-focused, collaborative wealth management sector was therefore an easy one. Here, Tony found his true calling: assisting people achieve their retirement goals and helping them eliminate financial stress.
Always seeking ways to improve SWP, Tony is an active member of Vistage’s Key Executive Program, where he’s exposed to the latest trends in leadership and client servicing.
Tony earned his B.S in civil engineering at Cleveland State University. In his downtime, Tony can be found golfing, cheering on all the local Cleveland sports teams, and spending time with wife, Melissa, and daughter, Emma, at their home in Cleveland.
Send Tony a Message
Enter your information below, and we will email you The Retirement Blueprint
Schedule a 30-Min Virtual Meeting with Tony
Download Retirement Planning Blueprint:

Connect with Tony: