Tony joined Merrill in 1984. With more than forty-eight years of experience in the financial industry, Tony strives to be a trusted advisor to individuals, families and businesses. His customized approach to asset allocation allows him to provide clients with unique financial strategies designed to meet their financial goals during these challenging times.
Tony was named to the Forbes “Best-in-State Wealth Advisors” list in 2021, 2022, 2023, 2024, and 2025. (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year). Tony holds a BBA in Financial Management from Western Michigan University and has previously. He has also been actively involved in many community organizations.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
