Tony is a CFS* Financial Advisor and Accredited Asset Management SpecialistSM who specializes in asset allocation, retirement planning, and portfolio analysis. Tony is passionate about financial
planning because he loves helping members achieve their goals.
Tony carefully gets to know Clackamas members by understanding their full financial picture. Personal consultations enable him to build tailor-made plans, meticulously crafted to meet each member’s specific needs. Tony also focuses on education, knowing financial
confidence stems from knowledge and a well-planned strategy. Through personalized advice and objective guidance, Tony shows a commitment to Clackamas members and their financial goals. Therefore, whether you are considering retiring, saving for a specific
financial goal, or just getting started, Tony is here to help you. We invite you to schedule a no-obligation, complimentary consultation with Tony to uncover how he can be of assistance to you.
In his free time, Tony enjoys spending time with his wife, Megan, and their two girls, Madelyn and Emily. They enjoy leaving their Clackamas home and getting outdoors spending time hiking, camping, biking, and various other outdoor activities.
Tony holds bachelor’s degrees in Business Administration and Sociology from the University of Oregon. He also earned his MBA from Marylhurst University. Tony is an Accredited Asset Management Specialist, AAMS. He holds FINRA Series 6, 7, 63, and 65 licenses
and is securities licensed in Oregon, Arizona, California, Colorado, Iowa, and Washington. Tony is life insurance licensed in Oregon (#15821314), California (#0I57762), Washington (#880935), and Washington DC (#3080121).