Wise Rhino Group
Firm focused on assisting Retirement Advisory firms with growth through partnership strategies.
USI Consulting Group
Focused on the mid-market for plan design, fiduciary governance, 401(k), 403(b), ESOPs, Defined Benefit, and Cash Balance plans.
OneAmerica Retirement Services
Regional Sales Director
Worked with RIAs and Consultants in the mid-Atlantic to deliver customized solutions for plan sponsor clients while delivering impactful participant outcomes.
New York Life Retirement Services
Was the initial institutional salesperson for the southeast in the mid to large market for NYLIM’s bundled defined contribution, defined benefit, and non-qualified deferred compensation solutions.
Tony resides in Charlotte, NC with is family. He can usually be found fly fishing, hiking, and/or watching his beloved Fighting Irish.
Hometown: Cincinnati, OH Education: University of Notre Dame Top 5 Albums of all time:
Born in the USA – Bruce Springsteen
Bridge Over Troubled Water – Simon and Garfunkel
The Joshua Tree – U2
Greatest Hits – Patsy Cline
You’ll Never Walk Alone – Elvis Presley
Musical artist you would most like to have a meal with (alive or dead): Elvis Presley Song Lyric that best describes you:
Yes, there were times, I’m sure you knew
When I bit off more than I could chew
But through it all, when there was doubt
I ate it up and spit it out
I faced it all and I stood tall
And did it my way
-“My Way” – Frank Sinatra
Musical Artist you would most like to see perform (alive or dead) Bono