Tony Yoder works with individuals and families to help them prepare for important financial milestones and make informed decisions about their future. He takes pride in building strong client relationships and helping people align financial decisions with their long-term priorities.
With a practical, client-focused approach, Tony helps clients navigate retirement planning, workplace retirement plans, and college savings strategies. He believes thoughtful planning can help individuals and families make informed financial decisions throughout different stages of life.
Areas of Focus
- Retirement Planning
- Employer-Sponsored Retirement Plans (401(k), SIMPLE IRA, and similar plans)
- College Savings Strategies
Professional Credentials
- FINRA Series 7 Registration
- FINRA Series 66 Registration
Professional Involvement
- Graduate, Leadership Tuscarawas
- Board Member, Tuscarawas Public Library System
Education
- Bachelor's Degree in Accounting, Mount Vernon Nazarene University
Outside the Office
Tony lives in Dover, Ohio, with his wife and two children. He enjoys spending time with family, hunting, shooting, sports, and other outdoor activities.