Tony has been with Baird since 2004. His background is in qualified plans, benefits, business succession and financial planning. As an administrator and business owner for multiple companies over a 23-year period, he understands the problems that can arise for owners and administrators and works to design and implement the best solutions.
Tony is a 1981 graduate of the University of Louisville, Speed Scientific School with an AAME of Mechanical Engineering degree.
He continued his education beginning in 2006 by earning the Chartered Wealth Advisor (CWA®) through The Academy of Multidisciplinary Practice accredited by the Estate & Wealth Strategies Institute of Michigan State University. In 2007 he completed the Accredited Investment Fiduciary (AIF®) Program at the University of Pittsburgh, Joseph M Katz School of Business and Center of Fiduciary Studies. In 2012, Tony completed The Securities Industry Institute at The Wharton School of Business, University of Pennsylvania.
In 2011 and 2012, Tony was listed by 401kWire as one of the most influential advisors in the defined contribution field, with his inclusion on the Top Advisor annual list. In 2015, 2016, 2017 & 2018, he was named to the Financial Times 401 Plan Advisers list, which recognizes the top financial advisors in the defined contribution space.
Tony holds the following Licenses: FINRA − Series 7 and Series 66, and in Insurance − Life, Health, Variable Life & Annuities.
Contact Tony for a consultation in Business Services, including Business Valuation Analysis, Succession Planning, Retirement Planning, and Investment Banking opportunities for the acquisition and sale of a business.
Holders of an Accredited Investment Fiduciary (AIF) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.