Tony’s passion is serving his clients. His primary goal is to help individuals with their Retirement Plan and Financial Planning needs, which includes Estate Planning, Insurance Planning, Retirement Planning and Investment Planning. He currently consults businesses and people on their finances and helps them prepare for their future goals and dreams. He takes a customized approach with all of his clients rather than using a cookie cutter approach to financial planning. After preparing these plans he makes suggestions and helps his clients implement the plan by setting up a program suitable for them. Once their portfolios are in place he makes sure to review with them at least once a year to update and change to meet the clients needs.
Degrees and Designations:
- Bachelor of Science in Sociology/Anthropology, Minor in Criminal Justice
– Nebraska Wesleyan University – Lincoln - Registered Representative ( Series 7 and Series 63) – Ameritas Investment Corp.
- Licensed Insurance Consultant – State of Nebraska
- Certified Retirement Counselor
Business and Community Involvement:
- Member of Million Dollar Round Table Top Of The Table
- Former member of NAIFA-Lincoln Board of Directors
- LIBA Board of Directors, Former Secretary
- Assistant Track and Cross County Coach at Pius X High School 1990-2004
- Matt Talbott Kitchen Board of Directors, Former President
Achievements and Honors:
- Chamber of Commerce Public Policy Volunteer of the Year in 2004
- 2010 Compassion in Action Award Winner for Matt Talbot Kitchen & Outreach
- Midlands Business Journal 40 Under 40 Award
- Strictly Business 2011 Best Dressed