St. Louis, Missouri

Specialization: Corporate Executives • Retirement Planning • Divorce Financial Planning

Education: University of Missouri – Columbia, B.S. Consumer and Family Economics – Financial Planning | Maryville University, MBA

I joined Moneta in 2002 and have spent my entire career here, working my way through virtually every role in the practice before becoming a Partner.

That firsthand experience with client service, advising, and business development means I understand what it takes to serve clients well at every stage of the relationship, from the very first conversation to the most complex planning challenges that come decades later.

My approach to serving clients is straightforward: I act as their Family CFO. That means handling everything with a dollar sign attached to it — taxes, insurance, estate planning, retirement, investments — so clients can stay focused on building their wealth, not managing it. Investments are part of the picture, but just one part. The value comes from connecting all of it.

How I work with clients

Corporate executives make up a core part of my practice, and I’ve developed deep expertise in the complexity that comes with executive compensation: stock options, deferred compensation plans, and the higher-level benefits that need to be integrated thoughtfully into a broader financial plan. I also bring meaningful experience in retirement planning and have guided many clients through the financial and legal dimensions of divorce, an area where having the right advisor in your corner makes an enormous difference.

While my client base is rooted in St. Louis, I regularly serve clients across the country, including on the West Coast. Over the years, I’ve developed specific fluency in California’s distinct tax, employment, and insurance landscape so clients don’t have to worry about the details being lost in translation.

What I find most rewarding is being the person clients trust to handle the financial complexity they don’t want to carry on their own. When that works the way it should, they can stop worrying and focus on the things that matter most to them.

Tony outside the office

Outside of Moneta, I serve on the Board of Trustees for the Jefferson Club at Mizzou, helping advance the university’s philanthropic mission. I live in Chesterfield with my wife and five children, and I’ve spent many years coaching my kids’ basketball teams — which, as anyone with five kids knows, keeps you plenty busy.

• CERTIFIED FINANCIAL PLANNER®
• The Mizzou Tiger Club–St. Louis, Past President
• National Multiple Sclerosis Society–Gateway Area Chapter, recognized as a top fundraiser, corporate achiever, 2009
• Junior Achievement, Board Member