Tony has spent 25+ years in financial services advising affluent families and institutions. After a successful career as a bond broker, Tony joined his father as he was retiring from RBC Wealth Management. Once focused on bonds, Tony expanded into portfolio wealth management and wealth planning to serve clients and in doing so earned Director’s Council honors at the firm and Portfolio Director designation.

Currently, Tony focuses on investment planning and strategy for high-net-worth families and small businesses. He helps clients with major financial transitions, including the sale of a business, a family inheritance or a long-awaited retirement. Navigating complex cash flow needs and crafting legacy wealth transfer strategies are specific areas of service.

Tony earned a degree in economics from Saint John’s University and passed the Series 7 and 66 exams.

He and his wife, Lisa, reside in St. Paul, Minnesota, which is home base for their four children who are beginning to spread out around the country, and their dog, Betty. Tony’s hobbies include hunting, hiking, swimming and reading.

Tony’s community involvement includes coaching youth basketball and football, serving on his church’s parish council and holding volunteer leadership roles with Outward Bound and Habitat for Humanity, as well as being a board member of Education for a Bright Future Tanzania.