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Tony joined First National Bank in 2018 and serves as a Private Client Advisor in the Wealth Management group. He has over ten years of experience in the financial services industry and specializes in meeting the needs of high net worth individuals, families, professionals, executives and closely held business owners. Tony manages complex Wealth Management relationships by taking time to understand what his clients want to accomplish, and serving as a trusted resource to help them achieve their goals.
Tony earned his Juris Doctor from the University of Nebraska College of Law with a concentrated study in Business Planning, Estate Planning and Taxation. He also holds the Certified Trust and Financial Advisor certification through Cannon Financial Institute.
When not helping clients, Tony can be found on the golf course, in the duck blind or trying to keep up with he and his wife’s two children. He takes pride in staying active in the community and serves as a member of the Nebraska State Bar Association and the American Bar Association. Previously, Tony served on the Board of Directors of the Lincoln Children’s Museum and the Lincoln Estate Planning Council.
One day Tony would like to take a waterfowl hunting trip to the Prairie Pothole Region in Canada, or a return trip to Mexico for a bass fishing adventure.
I believe our clients deserve to have their wealth managed in a comfortable, family-office setting. I'm honored to deliver that experience to them.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha