Tony has over 30 years of experience in banking and investments beginning his career in consumer finance at Puget Sound Bank where he completed the management training program. After leaving Puget Sound Bank, Tony managed the Western Washington regional call center for KeyBank. In 2000, Tony transitioned to Russell Investments to pursue a career in his favorite hobby, personal investments.
At Russell, Tony supervised the Transfer Agent Support team and handled exceptions processing for the broker dealers and adviser clients. In 2007, Tony obtained his Series 7 and 63 registrations in order to assist Russell employees with their personal investments accounts. Tony left Russell shortly after their relocation to Seattle and is now doing what he loves: helping people to improve their financial security as a Client Service Associate with our firm.
Tony was born in Fircrest and has lived in University Place for 27 years, just a golf club's swing down the first fairway from his childhood home. He attended both Bellarmine Prep and Western Washington University where he studied business management. Tony’s favorite vacation spot is Maui were he visits annually with his wife of 29 years Deborah. They are proud parents of a shih-tzu/Maltase mix, Mandy who is 9 years young.
*Registered representative of, Voya Financial Advisors, Inc. (member SIPC).