Tony puts clients’ interests first when he helps them create, grow and preserve lasting legacies. In doing so, he gives them new perspectives and insights that they may not have considered. By listening intently and asking thoughtful questions, it’s clear that he cares.
Providing meaningful advice to help individuals and families meet their goals gives Tony a deep sense of accomplishment. That satisfaction has been a consistent thread throughout his career. Before joining JMG, he was an investment counselor at Fisher Investments in Camas, Washington. He also has experience in teaching self-defense skills in an academic setting.
Outside work, Tony enjoys hiking, biking and spending time on a lake on his paddleboard.
Certified Financial Planner®
Bachelor of Science in financial planning – Franklin University