ChFC, Founding Partner
Tony entered the financial industry in early 2009 and has loved helping people coordinate their current and future financial affairs by establishing long-term working relationships. His particular focus has been working with business owners on tax-deferral strategies and investments. As a result of a complex and changing environment, he puts specific attention on continuing education and obtained his Chartered Financial Consultant® (ChFC®) from the American College.
While attending Dixie State University, Tony graduated magna cum laude with a bachelor’s degree in business, with an emphasis in finance. He competed in business competitions throughout the country and was awarded “Student of the Year” as a senior. In 2015, he was recognized by Utah Business Magazine as one of “20 in their 20s,” which recognized 20 young executives and entrepreneurs in the state.
Tony was born and raised in St. George and is the youngest of five children. After serving a two-year LDS mission to Wisconsin, he attended Dixie State University where he met his wife, Lindsey Hirst of Huntsville, Utah. They are the proud parents of two beautiful children and enjoy all aspects of living in southern Utah, from sports to anything outdoors.
FINRA Series 63 (Uniform Securities Agent State Law) | FINRA Series 65 (Uniform Registered Investment Advisor Law) | FINRA Series 7 (General Securities) | FINRA Series 6 (Investment Company Products/Variable Contracts) | Licensed to sell insurance in Utah, Alaska, New Mexico Nevada, Arizona and California. (CA license #0101373) | Licensed to sell securities in Utah, New Mexico, California and Colorado.
Securities offered through World Equity Group, Inc. Member FINRA / SIPC. Advisory Services offered through BCJ Capital Management. Statera Wealth Management, World Equity Group, Inc. and BCJ Capital Management are independently owned and operated.
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GET TO KNOW TONY
Q. What are your hobbies?
A. Vacationing, golf, work, gym
Q. What is one word that best describes you?
A. Gregarious – Why? My wife says I’m a social butterfly
Q. If you could give a young person advise on success, what would you tell them?
A. 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!
Q. What is your biggest pet peeve?
A. When people make bold claims without verifying their information.
What is your favorite book and why?
I’m embarrassed to say that I have too much ADD to read books that aren’t related to my industry or self-improvement.
Q. Favorite weekend getaway?
A. I love little trips to the lake. My kids could tube behind our boat for days!:)
Q. Favorite Sport?
Q. Spender or saver?
A. Saver to a fault, but I’m making progress to the other side. There is a running joke with my wife that if I’m not present at home and am on my phone, I’m on craigslist, or facebook yard sale looking for deals on things that I don’t need.
Q. Early Bird or night owl?
A. Early Bird – You can get a lot done when the family is asleep!
Q. How do you hope to be remembered?
A. I want to be remembered as one that valued the people in my life more than anything else.
Q. What is the best compliment you can receive?
A. Probably something to do with how habitual or consistent I am.
If you had your own reality show, what would it be called and why?
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.