Tony has been partnering with Diane to help individuals, families, and business owners plan their financial futures since 2013, specializing in investment strategies, retirement planning, and tax-efficient wealth management. He has worked with a range of clients, from ultra-high-net-worth individuals to those just getting started, offering personalized guidance to help them build and preserve their wealth.
Beyond his work, Tony is committed to serving his community. He is a member of the St. Joseph School Board and actively supports local organizations. He and his wife, Elise, both serve in the Missouri Air National Guard while raising their five children. He has also contributed financial insights for service members and veterans through The Military Wallet.
