Tony Carsel, CFP®, ​CETF

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Certified ETF Advisor (CETF)

Work Experience

• Joined MAI in 2023 as a result of the acquisition of R Karras Planning, where he was a Client Service Advisor
• Provides financial planning and investment advice to clients, maintains a transparent and open line of communication while working with clients to fully understand their financial situation and implement the strategy to optimize progress towards achieving their goals

Education

• Ohio University, BS in Science

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.