Home » About Us » Your Team » TONY WOODLEY
CLIENT SUPPORT SPECIALIST,
CERTIFIED PUBLIC ACCOUNTANT
TONY
WOODLEY
Email: tony@sterlingretirement.com
Phone: 763.762.3403
PROFESSIONAL
Preparation is key to establishing a successful client-advisor relationship. Tony helps Sterling Retirement Resources maintain their reputation; always in the trenches, ensuring all documents are ready before each client meeting. You may observe him seamlessly talking to clients and then connecting the dots with advisors to keep everyone on the same page.
Tony earned his bachelor’s degree in accounting and finance in the spring of 2019. He began his professional career at Deloitte as an auditor and earned his Certified Public Accountant (CPA) license in March of 2021 before joining the Sterling team in October 2021. Tony has since earned his FINRA Series 7 and Series 66 securities registrations.
Certifications
Certified Public Accountant
Education
Bethel University
IN THE NEXT
TEN YEARS...
In 10 years, I hope to be a homeowner with kids and dogs to keep me busy!
PERSONAL
Tony was born and raised in Edina, MN. In his free time, you can most likely find him outdoors. He enjoys playing soccer in a men’s league with his college friends. In addition, Tony likes spending time up north, boating, and water skiing with his friends and family. An avid traveler, Tony loves to visit new places with his wife. Next up on their travel list is Zion National Park in Utah, and Lofoten, Norway.
