About Tony

I am a Senior Wealth Management Advisor at TIAA with 13 years of multigenerational wealth planning experience. I earned my Bachelor of Science in Finance from St. John’s University and the Certified Financial Planner (CFP®) designation.
As a student, I actually enjoyed my Finance classes, which not many people can honestly say, so it was a natural path for me to choose a career in Finance. My family, friends, and co-workers have told me over the years that I have a knack for simplifying and clearly explaining complex concepts. As a trusted advisor, I help clients live their best lives possible with the resources that they have. I greatly enjoy and am fully committed to helping my clients achieve financial wellness.
I live in Prosper, TX with my wife and two children. In my spare time, I enjoy working on my golf game, as well as playing with and cheering for my kids at their soccer and volleyball games. Our family loves experiencing the arts, music, and different cultures and cuisines through our travels near and far.