St. Louis, Missouri

Client advocate and tax planning specialist who digs deep to take care of business owners and their families across the full complexity of their financial lives.

Specialization: Business Owners • Tax Planning • Private Investments

Education: University of Missouri – Columbia, B.S. Accounting & Master’s in Accountancy

The way I think about my job is simple: I’m an advocate for my clients. My role is to be the trusted, objective resource they can count on — someone who’s genuinely looking out for their best interest and will dig deep to take care of them.

I started my career in public accounting and spent nearly six years as a corporate auditor before joining Moneta. That background shapes how I work to this day. Tax planning became a significant part of my focus early on, and I took that seriously. Over time it’s grown into one of the primary reasons clients seek me out.

How I work with clients

My style is direct. I ask deeper questions than clients are used to hearing, and I give straight answers. Whether that means pushing back when something doesn’t add up or staying steady when markets get complicated, my clients know they’re getting someone who’s genuinely engaged in their financial life and not managing them at arm’s length.

Tax planning is at the center of a lot of the work I do. My knowledge spans both the personal and business sides of the tax code: identifying planning opportunities, coordinating proactively with clients’ CPAs, and reviewing retirement plan structures with tax deferral in mind. For business owners specifically, I have extensive experience helping them evaluate and restructure entity type (LLC, S-Corp, sole proprietor) in ways that can materially reduce their overall tax burden.

Beyond tax, I bring depth in private investments, where my CFA credential gives me an increased command of the asset class that goes beyond what most advisors can offer. I also have meaningful experience guiding business owners through transitions, particularly how to structure a business for the next generation from an estate planning perspective.

Tony outside the office

Outside of Moneta, I serve on the Finance Committee for Guardian Angel Settlement Association (GASA) and the Finance Committee for St. Clement of Rome Parish. I live in Town and Country with my wife and our three children.

• Certified Public Accountant
• CHARTERED FINANCIAL ANALYST^®
• CERTIFIED FINANCIAL PLANNER®
• SLUH Alumni Board Member
• St. Louis Children’s Choir, Finance Committee Member, Former Board Member and Treasurer
• St. Louis Tiger Club, Former Board Member and Treasurer