Tony joined Homrich Berg in 1999 and provides wealth management services to a diverse client base of families and individuals. Tony’s expertise is primarily in financial planning, including estate and income tax, charitable giving and family foundation/trust management.
Prior to joining HB, Tony was a member of the private client services group of Arthur Andersen, providing investment and financial planning advice primarily to corporate executives. He also served as tax manager and controller for Market Street Trust Company, the private trust company providing family office services to the descendants of the founders of Corning, Inc.
Tony was recognized by Worth magazine as one of the country’s top wealth advisors for five consecutive years. He also was listed in Barron’s inaugural list of the “Top 100 Independent Financial Advisors” and named a Reuters AdvicePoint Top Adviser.
Tony is frequently quoted in the financial media, including articles in The Wall Street Journal, The New York Times, Fortune Small Business, Investment News, Atlanta Business Chronicle, Financial Planning, Consumer Reports Money Advisor, Chicago Sun Times and Georgia Trend. He also has authored articles for publications, including Business to Business and nerdwallet’s Advisor Voices.
Tony is a former member of the Board of Trustees and past Treasurer of MedShare. In addition, Tony offers his expertise to not-for-profit organizations by educating their development departments about charitable giving strategies for their fundraising activities.
He received a bachelor’s degree in accounting from St. John Fisher College in Rochester, N.Y.