Designations and Licenses

Tony is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary^®.

Experience and Education

Tony provides plan sponsors with procedural due diligence to help ensure they are meeting their fiduciary responsibilities. He has more than 30 years of industry experience and brings a wealth of knowledge regarding fiduciary guidance, plan design consulting and financial wellness education for participants.

Prior to joining Mariner, Tony served as vice president and retirement plan consultant for The Pinnacle Group. Before that, he has held retirement and wealth advisory positions with The Boardroom Advisory Group and Lehr Precision Inc.

Tony has a bachelor’s degree in marketing from The Ohio State University and a Master of Business Administration degree from Xavier University.

Personal Interests

In his free time, Tony enjoys spending time with his wife and two daughters. He also likes traveling, cycling and boating. He currently serves on a nonprofit foundation board and investment committee.