Since 2006 Tony has resided in Southeastern Minnesota, specializing in retirement planning and asset management for educators and their spouses. As a child of an educator and a financial advisor, EFS Advisors is a natural fit for Tony. Tony’s passion is helping each client find and understand their unique retirement plan, and then helping them achieve that goal through careful planning and education.
In his free time, Tony enjoys family adventures with his wife, Heather, and his 3 beautiful children, Malina, Penelope, and Dax. His other hobbies include aviation, hunting, and fishing.
To schedule an appointment online, click here.
Professional Designations:
- CFP® - CERTIFIED FINANCIAL PLANNER™
- CRES - Certified Retirement Education Specialist
Industry Licensures:
- Series 6
- Series 63
- Series 65
- Life/Health/Accident
Education:
- St. Olaf College – Business Major with Finance Concentration