Tony partners with institutional clients across the United States to bring them tailored insurance and retirement plan options. Tony holds the Series 7 and 65 certifications with consulting concentration in 401(k) retirement plans, mutual funds and health benefits solutions.Tony joined his company in 2021 after graduating with a Bachelor’s in Economics and Finance from Connecticut College in a post-COVID labor market. Tony joined the retirement plan recordkeeping and advisory department and consults on qualified retirement plans and financial wellness initiatives for companies and individuals.Tony fanatically prospects and qualifies account opportunities, managing and nurturing relationships with C-suite executives and HR professionals at medium-sized businesses that average between 100-900 employees. Tony presents plan sponsors on how to modernize benefits and promote financial wellness.Tony is independent in his approach to multiple projects and obsessed with self-improvement. Tony is people-centric and believes that relationships are compounding investments that produce meaningful and complete fulfillment. Tony brings blue-collar attitudes to his white-collar environment and challenges the status quo. Tony possesses a tremendous capacity for learning and continues to advance in his professional career.“I constantly see people rise in life who are not the smartest, sometimes not the most diligent, but they are learning machines.” - Charlie Munger