CFP®, 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 focus has been in helping those transitioning into retirement and helping them navigate their retirement years with confidence. 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 and later obtained his Certified Financial Planner (CFP®) Designation.
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.
Gregarious – Why? My wife says I’m a social butterfly
Probably something to do with how habitual or consistent I am.
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!
I’m embarrassed to say that I have too much ADD to read books that aren’t related to my industry or self-improvement.
I want to be remembered as one that valued the people in my life more than anything else.
I love little trips to the lake. My kids could tube behind our boat for days!
Early Bird – You can get a lot done when the family is asleep!
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.
LICENSES: Series 63, Series 6, Series 7, 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