Nearly 170 years of putting customers first.
Tony is a Private Wealth Advisor with Private Wealth Reserve within FNBO Wealth. 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.
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.
INVESTMENT 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.
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