With 20 years of experience, Tony provides insurance and investment strategies to professionals and small businesses. He works diligently to understand the client's situation and requirements before recommending financial approaches that will best meet the client's short- and long-term financial goals.
Tony attended the University of Cincinnati and earned a Bachelor's Degree in Economics. He is a member of the Life Underwriting Training Council Fellow, a director of the Cincinnati Association of Insurance and Financial Advisors, the Society of Financial Service Professionals, and a Cincinnati Chapter member. In 1993, Union Central Life named Tony its New Agent of the Year, commending him on his client service and production performance. Tony is licensed to sell securities in FL, IA, IN, KY, OH, and VA, and licensed to sell life insurance products in IN, OH, and KY. He is also licensed to provide Investment Advisory Services in OH.
Tony, his wife Kathie, and their two sons, Brian and Kyle, live in Cincinnati. This lifelong Cincinnati resident enjoys golf and a variety of other sports.
His business philosophy is summed up in his personal mission statement: “Understanding and tracking your personal and business finances can be a daunting task. Our firm provides a broad range of experienced professionals to our clients. We believe financial success happens when financial planning is coordinated.”
Involvement & Recognition
As an active member and volunteer at St. Bartholomew Church and Moeller High School, Tony also volunteers as a coach for both of his sons' sports teams. He is a season ticket holder for University of Cincinnati basketball, football, and baseball, and is a proud supporter of the University of Cincinnati as an active UCATS member.
For all investment-related services, please email Tony at abutz@premierplanning.net.