Tony Kozaili
Principal
Tony’s passion is helping people, so working as a financial and tax advisor and showing clients they have options is a natural fit for him. He works with clients to help ensure their finances are tax-efficient after a comprehensive review of their income, assets and investments.
He enjoys the challenge and complexities of tax planning, analyses and preparation and providing sophisticated strategies that underscore JMG’s commitment to excellence. He also believes in the value of relationships and appreciates that his clients entrust him with their individual needs.
When he’s not working, Tony enjoys spending time outdoors with his family.
Joined JMG
2019
Certifications
EA
Degrees
Master of Science in tax law – John Marshall Law School
Bachelor of Science in finance – Lebanese Canadian University
Please visit our Disclosures page for more information about the certification(s) above.