Since 2009, Tony has been passionate about guiding clients through the complexities of financial planning, building long-term relationships centered on trust and personalized advice. His primary focus is on helping individuals confidently transition into and navigate their retirement years. In an ever-evolving financial landscape, Tony prioritizes continuous learning, having earned his Chartered Financial Consultant® (ChFC®) designation from the American College and, subsequently, his Certified Financial Planner® (CFP®) certification.
Tony holds a Business degree with an emphasis in Finance from Dixie State University, where he graduated Magna Cum Laude. Recognized for his leadership and entrepreneurial spirit, he was named one of Utah Business Magazine’s “20 in their Twenties” in 2015. Today, Tony also contributes to his community by serving on the Caddy Group Foundation board.
A native of St. George, Utah, Tony grew up as the youngest of five children. Following an LDS mission to Wisconsin, he returned to Dixie State University, where he met his wife, Lindsey. Together, they’re raising three children and enjoying all the outdoor adventures Southern Utah has to offer.
Outside of work, Tony is an avid pickleball player, golfer, and mountain biker. He’s also a fan of any silly lawn game—cornhole and spikeball are his favorites. A bit of a gym rat, Tony balances his active lifestyle with a love for learning and a great sense of humor. He’s passionate about coaching his kids’ sports, and when not in the office, he’s often found on the golf course or enjoying quality time with family and friends.
Get to Know Tony:
Vacationing, golf, work, pickleball, and mountain biking.
Optimistic – Even the worst scenarios can teach us important lessons.
There is no substitute for hard work so don’t attempt to cut corners. I would also tell them that success doesn’t come merely in their career and that having life balance is key to enjoying the journey!
- When people make bold claims without verifying their information.
I love all self-improvement books. Between my wife and I, we probably read over 50 books/year. It would be hard to pick a favorite.
I want to be remembered as one that valued the people in my life more than anything else.
My family thrives in the mountains or at the lake.
Early Bird – I get pretty tapped out by 3pm…haha.
Golf or pickleball.
Work Hard, Play Hard! – It wouldn’t be very fun to watch, and people would probably get exhausted with the thought of living a life that is go,go,go… but I love it.
That I made people around me feel comfortable and relaxed.
LICENSES: Series 65 (Uniform Registered Investment Advisor Law) / Licensed to sell insurance in Utah, Alaska, New Mexico Nevada, Arizona and California (CA license #0101373)
See this advisor’s status, SEC Advisor Info
