Tony brings extensive knowledge and experience to our employee benefits department, which he has acquired over his 30+ years in the industry. He has been certified since 2000 by the American Society of Pension Professionals and Actuaries as a Certified Pension Consultant (CPC), since 1998 as a Qualified Pension Administrator (QPA) and in 2020, as a Qualified 401(k) Consultant (QKC) and a Certified Plan Fiduciary Advisor (CPFA) which demonstrates knowledge, expertise and commitment to working with retirement plans..
Tony's work with retirement and pension plans has involved plan consulting and design, sales, administration, implementation, document review for legal compliance, and educational meetings for plan participants. Tony has also hosted a variety of educational videos on various topics related to retirement plans and has also sponsored educational seminars for CPA's and attorney's. He had been with United Retirement Plan Consultants (URPC-National TPA Firm) since 2011, working as vice president and regional sales director. Prior to that he was a pension consultant for Bates and Company, Inc., in Orlando. He has been employed by leading financial and trust companies around the U.S. and beyond, holding positions in Montgomery, Alabama; Albuquerque, NM; Tampa, Florida; and San Juan, Puerto Rico.
Tony holds a B.S. in mathematics and statistics from Iowa State University.