Tony is Co-founder and Partner of Ascend Advisory Group and has over 20 years of experience in the financial services industry. He built his wealth management practice by creating integrated wealth management strategies designed to balance risk and increase overall wealth to help clients achieve their investment goals. Tony’s clients include entrepreneurs, professional athletes, corporate leaders, physicians, people from the farming community and successful individuals and families. At the start of his career in 1991, Tony worked as a registered representa-tive at a small broker-dealer in Columbus, Ohio and added to his financial services experience in research, trading, investment banking and client management. In 1996 he became President of the broker-dealer and helped build the firm’s assets from $25 million to over $200 million. In 2000, Tony led the transition of the firm from a broker-dealer to a mutual fund and asset management firm, allowing him to pursue a career as an independent financial advisor with Ascend Advisory Group.
Tony’s educational background includes earning his BSBA in Finance from Sterling College in Sterling, Kansas where he was the recipient of the J. Lee Dye Business Scholarship, awarded annually by the Business Department’s faculty to one outstanding student. Criteria included, among other things, academic achievement, campus involvement, and leadership in the classroom. Now as a Financial Advisor, Tony holds several securities registrations and insurance1 licenses required to help create comprehensive wealth management strategies for his clients.
Throughout his career as a financial advisor, Tony has earned several high profile industry recognitions. He was recognized by The Winner’s Circle® as one of the top 1,000 financial advisors in 20092. The Winner’s Circle is an industry endorsed organization that recognizes the most outstanding financial advisors in the business – each of whom represents the highest levels of ethical standards, professionalism and success in the business. In addition, Tony was recognized in 2009 as a Barron's Top 100 Financial Advisors and in 2019 as a Forbes Best in State Wealth Advisor3.
In addition, Tony currently serves on the Licensee Advisory Board for Wells Fargo Advisors Financial Network (WFAFN). This revolving appointment allows executive management of the broker dealer to communicate with WFAFN’s independent owners in order to see how their business’ "best practices" contribute to client success.
A native of Dublin, Ireland, Tony came to the U.S. in 1986 on a soccer scholarship. He resides in Powell, Ohio with his wife Tish and daughter Sophie.