Tony has more than 20 years of experience working with employers and plan participants on their corporate retirement plans. He has a passion for helping employers design and implement successful retirement plans that attract and retain great employees. In meetings with participants he educates and motivates them on how to achieve their desired financial outcomes. His sense of humor and ability to explain complicated ideas in simple terms make him a speaker that employees can easily relate to.
In addition to holding Series 65 securities license, Tony has earned the Certified Retirement Specialist (CRPS) and Chartered Mutual Fund Counselor (CMFC) designations from the College of Financial Planning. He has a BA in economics from Luther College and an MBA in financial service management from University of Saint Thomas.
In his free time, Tony and his family enjoys spending time with family and friends, being outside biking, hiking and camping as well as traveling, cooking and photography.
What was your first job?
Delivering newspapers in 5th grade was my first job. Rain, snow or shine those papers were delivered on time at the front door. The full bags of the Sunday paper weighed almost as much as me.
What is your “why” for being in the retirement plan industry?
I want to make a difference every day for plan sponsors and participants. I take pride in meeting with participants on an on-going basis and seeing the joy on their faces as they make progress to replacing their paychecks in the future.
What is your favorite quote?
"You’re never wrong to do the right thing.” -Mark Twain