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.
Equally as important as his client work, Tony also serves as liaison between Sterling and their investment partner. When a client is looking for trading options, Tony takes the lead; relaying questions and ideas from the investment team and effectively communicating back to the Sterling professionals and clients.
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 the March of 2021 before joining the Sterling team in October 2021. Tony has since earned his FINRA Series 7 and Series 66 securities registrations. Having invested time in a very large enterprise, Tony enjoys the culture at Sterling. Although Sterling isn’t a family-run business, Tony appreciates that the firm’s professionals care about each other, like a family.
IN THE NEXT
In 10 years, I hope to be a homeowner with kids and dogs to keep me busy!
Tony was born and raised in Edina, MN. In his free time, you can most likely find him outdoors. He enjoys playing football and soccer. In addition, Tony likes spending time at his family’s cabin up north, boating, water skiing and wakeboarding with his friends. An avid traveler, Tony loves to visit new places with his wife. Next up on their travel list is Banff National Park in Canada, Zion National Park in Utah, and Lofoten, Norway.