Chief Technology Officer and Information Security Manager

Tony is responsible for executing the company’s technical vision. He leads all aspects of the Liberty Wealth Advisors® technology department to ensure a secure user experience for our clients when accessing our systems. As the technology executive, Tony plays an integral role in the strategic direction, business processes, development, and future growth of Liberty Wealth Advisors® technology platforms.

Tony has more than 15 years of experience in the financial services industry, and more than 30 years’ experience in information technology. Prior to becoming the Chief Technology Officer at Liberty Wealth Advisors®, he was a Senior Systems Analyst at a Michigan-based wealth management firm. Tony earned a Bachelor of Business Administration in Finance from Western Michigan University.

Tony is working toward a Master’s degree in Information Security at Western Michigan University, and recently earned his CISSP designation. The CISSP credential acknowledges and endorses the technical knowledge and experience needed to design, engineer, implement, and manage the overall security structure of an organization. The vendor-neutral CISSP credential confirms technical knowledge and experience to design, engineer, implement, and manage the overall security posture of an organization. Required by the world's most security-conscious organizations, CISSP is the gold-standard information security certification that assures information security leaders possess the breadth and depth of knowledge to establish holistic security programs that protect against threats in an increasing complex cyber world.  

Areas of Experience:

  • Enterprise-wide Disaster Recovery & Business Continuity Planning
  • Network Security & Password Management
  • SEC & FINRA Compliance
  • Data Center Operations
  • Strategic Planning
  • Process Improvement
  • System Integration
  • Database Administration
  • Web & Application Development
  • Access Management
  • Asset Security
  • Communications Security
  • Identity Management
  • Network Security
  • Risk Management
  • Security Assessment
  • Security Engineering
  • Security Management
  • Security Operations
  • Security Testing
  • Software Development Security