As Client Relationship Manager at Roop Financial Services, Tony is the primary liaison between Roop Financial Services' clients and the various carriers that we work with. His highly personalized approach to making each client feel updated, informed, and valued is one of his many talents. When clients call Tony with a question or an update, they will always receive a response the primary liaison between Roop Financial Services' clients and the carriers.
Tony is a licensed life and health agent who manages all of our firm's life insurance business at Roop Financial Services. He is here to assist you with quotes, updates, in-force illustrations, or beneficiary changes. Tony takes it upon himself to keep current on the ever-changing landscape of the life insurance and financial services industry, including technology advances as well as carrier changes.
Tony was a leader in the CBHS Men's Chamber Choir, participated in the TV Investment Challenge Program while at CBHS, and earned the Wise Financially Literate Certification. He gained much of his knowledge by working his way through college as a business analyst developing financial controls, ACH oversight protocols, and cash flow reports. Driven and determined, he earned her Bachelor’s Degree in Finance and Accounting through the University of Memphis.
Tony is very skilled in communication and has actually worked as a mentor and caregiver providing transportation and mentorship to youngers students and tutoring students in various subjects.
When Tony is not working, he enjoying bowling, spending time with his Australian shepherd and the outdoors.