Tony is a Certified Financial Planner™ professional and has his master’s degree in Finance. Tony strives to be the expert, resource, and advocate that clients deserve when navigating a complex financial world. Prior to joining GreenUp Wealth Management in October of 2021, Tony worked as a Financial Advisor for a large financial services firm. There, he gained expertise in a variety of areas including financial planning, social security and retirement income strategies, college savings, and investment management. Tony has a passion for his community and for helping others. At his prior firm, he served on the Corporate Diversity, Equity and Inclusion board and chaired a business r