Tony Carsel

Client Service Advisor

Tony is currently in his 4th year with our firm and serves as our Client Service Advisor. In this role, Tony is an integral member of the advisory team and provides financial planning and investment advice to clients, maintains a transparent and open line of communication while working with clients to fully understand their financial situation, and implement the strategy to optimize progress towards achieving their goals.

Tony has grown exponentially since he came on board with our firm, and he continues professional development with classes, workshops, webinars, publications, networks, and associations to remain up to date with the fundamentals of financial planning, risk management, and investment management. Our expected completion for Tony to obtain his Certified Financial Planner designation is Fall of 2023.

We are very excited to share Tony's personal and professional growth with us in the beginning part of his career to date, and both he and our firm are aligned to continue to carry out our vision of superior client development and excellence.


Phone 216-573-3788