Tony brings extensive knowledge and experience to our employee benefits department, which he has acquired over his 30+ years in the industry. Tony has been certified by the American Society of Pension Professionals and Actuaries as a Certified Pension Consultant (CPC), a Qualified Pension Administrator (QPA), a Qualified 401(k) Consultant (QKC), and a Certified Plan Fiduciary Advisor (CPFA).
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 CPAs and attorneys. He had been with United Retirement Plan Consultants (URPC-National TPA Firm) since 2011, working as vice president and regional sales director. Before 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.