My Role:
Tony serves as Practice Manager at Ironbridge Wealth Counsel, working primarily with Jim Stone in Chicago, IL.
Work History:
Prior to joining Ironbridge Wealth Counsel in 2022, Tony held various part-time positions in the wealth management and financial planning sectors throughout college. After graduating, Tony began working with Lincoln Financial Advisors in 2021.
Where I Come From:
Tony was born and raised in Elk Grove Village, Illinois.
Education:
Tony attended Brown University, in Providence, Rhode Island. At Brown, he obtained a B.A. in Business, Economics, and Entrepreneurship, with a focus on Finance. Tony also competed on the Varsity Wrestling team throughout his four years at Brown.
My Why:
Going back to his part-time work experience and financial based courses in high school, Tony has always been very fascinated with the global economy and financial markets. For him, financial planning is a way to connect his interests with the practice of helping people reach their goals. Whether that is being done through community-oriented charitable projects or personally helping others in an area that he may have expertise in. In any setting, service is of paramount importance, and the culture and environment of Ironbridge is the perfect place to cultivate this passion.