Tony believes that every client has a unique story, each with different needs and life experiences that ultimately shape the wealth planning and investment experience. Understanding that each client is different, Tony and his team work to create a personalized, tailored investment strategy that is designed to help clients meet their financial goals.
Tony joined Kathryn Fisher Davies in Baird's West Bend office in 2022, after spending the first part of his career supporting the firm’s Financial Advisor Recruiting Program from the downtown Milwaukee office. Over the last eighteen years, Tony has built partnerships with industry experts in our headquarters that help him leverage the firm’s resources for his clients today.
Tony earned his bachelor’s degree from the University of Wisconsin Madison and joined Baird in 2007. He is FINRA Series 7, 66, 9 & 10 licensed, and holds his accident and health insurance licenses (WI). He is an active board member for both Senior Citizens Activities Inc and Leadership West Bend and participates in many community events.
Tony is a proud Wisconsinite and outdoorsman; his ideal weekend consists of spending time with family at their cottage in Mukwonago, fishing up north, or exploring the small towns throughout the state. He and his wife, Corie, live in Greenfield and is a proud Girl Dad of their young daughters Charlotte & Caroline and have two standard poodles Beau & Belle.