A LITTLE ABOUT ME
I've developed a proven system that delivers exceptional results for growing financial services firms. This includes Wealth Management, Investment Management, Public Accounting, and Bookkeeping. Through my data-driven processes, industry expertise, and comprehensive candidate evaluation, I connect organizations with financial professionals who drive real business growth. Whether you're seeking your next Advisor, Tax Manager, or Client Services Associate, I understand what makes the difference between good hires and great ones.
WHAT MY CLIENTS SAY...
Don't just take our word for it.
Tony did a great job connecting us with quality candidates which led to us hiring several new team members over the past year. I highly recommend partnering with Tony if you are looking to hire new employees within his areas of expertise.
Kyle K.
We were considering multiple firms but decided to work with Tony because he wasn't pushy, didn’t try to ‘sell’ us, and acted more as an advisor vs a vendor.
Bob H.
I’ve worked with a lot of recruiters, and frankly, I’ve been unimpressed. Tony was different. He listened to exactly what we needed, didn’t pressure us to have conversations that weren’t a fit, and he sourced some amazing talent that we couldn’t have found without him. I’m excited to work with him again in the future and recommend you do as well.
Ryan A.
MY APPROACH
The WEALTH Method A systematic approach to finding financial professionals who drive results.
I've developed a proprietary 6-step process specifically for financial services firms. Rather than throwing resumes at the wall, I take time to understand your practice, culture, and growth objectives before identifying candidates who truly fit.
Executive Search
C-level executives, senior advisors, and leadership roles.
For your most critical hires. I take time to understand your culture and growth strategy before identifying proven leaders who can drive results from day one.
Contained Search
Administrative to advisor-level positions.
From client service associates to junior advisors, I help you build the foundation that supports your practice. This includes operations staff, paraplanning professionals, and emerging advisors ready to grow their careers with your firm.
Fractional Partnerships
Leverage my expertise and network for your recruiting needs.
For other recruiting / staffing firms that need specialized support in Financial Services. I become an extension of your team – working on a split-fee basis.