Overview
Tony is a managing principal with CLA Wealth Advisors and a member of the investment committee. Previously, he served as the CEO of LarsonAllen Wealth Management, LLC, and CLA Wealth Advisors from 2001-2016. During Tony's tenure as CEO, the wealth advisory business grew from 3 people and $100 million of assets under management to over 135 people and $4.5 billion of assets under management, positioning the unit as one of the top five wealth managers affiliated with a CPA firm in the country. Tony is now focused on, and responsible for, advancing the firm's family office and private investment platform and working with the firm's largest and most sophisticated clients.
Education
Tony earned a BA from the University of Wisconsin-Madison and is a graduate of the University of Minnesota Carlson School of Business - Executive Management Program. He holds FINRA Series 7, 63, 65, and 24 licenses.
In the community
Tony is an active member of the Personal Finance Advisory Board at the University of Wisconsin-Madison. Tony is also a member of the Financial Planning Association. Tony serves on the Board of Minnesota Adult and Teen Challenge which is one of the most successful faith-based recovery programs in the U.S. and where Tony and his wife, Teresa, regularly volunteer.