Tony joined the financial industry in early 2009 and has loved helping people
coordinate their 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.
Tony graduated Magna Cum-Laude from Dixie State University with a Bachelor’s Degree in Business, emphasis in Finance. In 2015 Tony was named by Utah Business Magazine as one of the “20 in their Twenties,” recognizing young executives and entrepreneurs. Tony currently serves on the Caddy Group Foundation board.
Tony was born and raised in St. George, Utah, and is the youngest of five children. After serving an 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 three beautiful children. They enjoy all aspects of living in southern Utah from sports to anything outdoors. When he is not in the office, you will often find Tony on the golf course.
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!
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