Tony is a native Houstonian. He attended Memorial High School and graduated from Rice University with a degree in Economics and Business Management. Tony began his financial services career with New England Financial, a subsidiary of MetLife. There he learned the insurance and investment business while focusing on the needs of the baby boomers. With thousands of people retiring every day, the need for mistake free planning has never been greater. Tony focuses on the individual’s goals and expectations.
At New England, Tony placed over 100 clients in one year into their long-term care policies. In addition, for many he designed their complete retirement income strategies guaranteeing them a lifetime of income. With a focus on good communication and understanding of each client’s situation, he is able to provide solutions that meet the client’s needs. Tony is currently completing his coursework for becoming a Retirement Income Certified Professional (RICP). He holds the designation of National Social Security Advisor (NSSA).
Comments are closed.