Tony, Executive Vice President and co-founder of 1858 Haven Private Wealth, brings over 15 years of experience in financial services following a successful 14-year career as a teacher and coach. He serves business owners, executives, retirees, and athletes (NIL), offering comprehensive, goal-focused wealth planning.
After working with two Wall Street firms, Tony co-founded 1858 Haven Private Wealth to better serve clients through a more personalized, flexible approach.
A former student-athlete from The Ohio State University, Tony lives in Cumming, GA, with his wife, Kelley. They have two children: Kylie and Ashton.
CA Insurance License 4488975, Resident State GA