With over 30 years of experience, he uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them.
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Scott began his career in financial services in 1984. With this designation and knowledge, Scott brings an added level of fund review to your portfolio. With this designation, a CFS is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio. Scott is also a Certified Fund Specialist (CFS). AIFA's have acquired a thorough knowledge of fiduciary responsibility and can be a valuable resource to investment fiduciaries and individual investors alike. AIFA's have completed a rigorous specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies, in association with the University of Pittsburgh Joseph M. Scott is an Accredited Investment Fiduciary Analyst (AIFA®). Scott Ciullo, AIFA®, CFS® - Director of Retirement Plans Tony enjoys golfing, hunting and spending time with friends and family. Tony is actively involved in the local community working with many local charities, organizations and supporting his daughters many activities. Tony and his wife Deyani live in the Shawano area with his four daughters and their two labs. He is member of the Retirement Plan Advisory Group (RPAG).
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Tony has several licenses including FINRA Series 7, 24, and 66 securities licenses and health, life, and variable annuities licenses. Tony holds several designations including AIF® (Accredited Investment Fiduciary), CFP® (Certified Financial Planner Professional) and CRPS® (Chartered Retirement Plan Specialist). Tony has a Bachelor degree in Finance and Economics from North Central College. He specializes in helping private and public sector employers set-up and manage their employee retirement plans.
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Tony Powers, President of KerberRose Wealth Management, has over a 20 years of experience in the financial services industry. Tony Powers, AIF®, CFP®, CRPS® - Shareholder