Tony has over 30 years of experience in the financial industry. He joined Hilliard Lyons in 2001, which later merged to Baird. Prior to joining Baird, Tony helped launch the first federally licensed Small Business Investment Companies in West Virginia. For ten years Tony served as Vice President of Fourth Venture Investment Group, Inc. providing investment funds to West Virginia’s entrepreneurs.
Tony helps prepare his clients for all of life’s challenges, specializing in comprehensive wealth planning, asset management, tax planning, risk/insurance management, legacy and succession planning for individuals and businesses. He capitalizes on relationships with local professionals and Baird’s team of experts to achieve the best, customized outcome for each individual.
Tony holds a Chartered Wealth Advisor® designation and Life, Health, Disability and Long-Term Care licenses. He received a Bachelor of Science degree in Industrial Engineering and later an Executive MBA from West Virginia University.