Practice Snapshot
How I Help:
Business Planning
Who I Help:
Families, Individuals, Business Owners.
About Me:
Tony helps clients plan for, and achieve, financial independence. Building wealth using business/employer and personal resources to help create and protect a “nest-egg” that will provide income to support client’s ongoing lifestyle. He has earned master’s degrees in Electrical Engineering and Management from Brooklyn Polytechnic University (now NYU) and the Chartered Financial Consultant (ChFC®) designation from the American College. Tony’s background and corporate experience includes business development with the accounting/consulting firm, Deloitte & Touche, as well as system engineering, program management, marketing, and strategic planning/ merger acquisition roles with high-technology manufacturing companies.
Tony is a resident of Smithtown, New York where he and his spouse raised their 2 children. They continue to enjoy the growth and development of their grandchildren in their local community. Recreationally, he plays tennis and golf, and serves as board member and Treasurer of the Northport Tennis Club and Co-Chair of the Business Development Committee at a prominent Long Island Business Association.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
