Tony has more than 20 years of experience working with employers and plan participants on their corporate retirement plans. He has a passion for helping employers design and implement successful retirement plans that attract and retain great employees. In meetings with participants he educates and motivates them on how to achieve their desired financial outcomes. His sense of humor and ability to explain complicated ideas in simple terms make him a speaker that employees can easily relate to.

In addition to holding Series 65 securities license, Tony has earned the Certified Retirement Specialist (CRPS) and Chartered Mutual Fund Counselor (CMFC) designations from the College of Financial Planning. He has a BA in economics from Luther College and an MBA in financial service management from University of Saint Thomas.

In his free time, Tony and his family enjoys spending time with family and friends, being outside biking, hiking and camping as well as traveling, cooking and photography.