Tony is a Private Wealth Advisor with Private Wealth Reserve, an FNBO Company. He joined FNBO in 2018 and has more than 15 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.

CREDENTIALS

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 Exit Planning (CExP) designation awarded by Business Enterprise Institute and the Certified Trust and Financial Advisor (CTFA®) certification through Cannon Financial Institute.

PASSIONS

When not helping clients, Tony can be found on the golf course, in the duck blind or trying to keep up with him and his wife’s three children. He takes pride in staying active in the community and serves as a member of the Nebraska State Bar Association and the Omaha Estate Planning Council. Currently, Tony serves on the Board of Directors of the CHI Health Foundation and a Trustee of the Chadron State College Foundation.

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.

Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

*Trust services are provided by First National Bank of Omaha.  

*Lending products and related services are provided by First National Bank of Omaha. Member FDIC 


INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

Private Wealth Reserve

Let's connect and uncover the possibilities.

©  2026 Private Wealth Reserve. All Rights Reserved. 14010 FNB Parkway, Suite #200, Omaha, Nebraska 68154