As Founder and Managing Partner, Tony leads the Wellington Wealth Strategies team in making clients’ financial dreams a reality. With 40 years of experience in the financial services industry, Tony holds a B.S. in Finance from Ball State University and is series 6, 63, and 65 securities licensed. He has life, health, and variable licenses in various states.
Tony is an MDRT (Million Dollar Round Table) member and has been a perennial MDRT Top of the Table member since 1999. Tony’s association memberships include the International Association for Financial Planning, National Advisors Private Client Group (NAPCG), National Association of Insurance and Financial Advisors, and Estate Planning Council of Indianapolis. He is also a founding member of the Pathway Family Centers and an advisory board member for the Ball State University Miller College of Business.
Tony resides in Carmel, Indiana, with his wife, Susan. Tony met Susan while studying at Ball State, where she majored in social work at Ball State and earned her master’s degree from Indiana University. Tony and Susan have been married for 35 years and have three amazing daughters: Alyssa, Gabrielle(Ellie), and Isabella.
Alyssa co-owns branding and marketing agency Better Half in Soho, New York, which has produced award-winning work for clients like Nike, Netflix, Equinox, and Vans. Ellie lives in West Lafayette, Indiana, completing her doctorate in neuroscience at Purdue University. Isabella graduated from Indiana University last spring with a double major in psychology and theatre. Last summer, she studied at NYU to pursue her passion for film.
Tony and Susan love to travel and spend time at the lake and beach, where they enjoy boating and water sports. They are big sports fans and season ticket holders for the Indianapolis Colts. When the ladies in Tony’s life allow him a little spare time, he enjoys sports of all kinds, particularly golf.
