My Background
Growing up and working in the family business taught Tony so many valuable lessons. He was taught that with a lot of hard work, you can find your way if you have a passion and a vision.
Being a first-generation American, Tony was raised to never take anything for granted. His parents came to America after World War II with essentially nothing. With years of extreme hard work and persistence, Tony's parents made a great life in this country. After returning from the Korean War, Tony's dad started out as an apprentice in the steel fabrication industry. After years of learning the trade, his parents established a steel fabrication business in Northern Colorado. What started out as a mom and pop shop grew to a business with over 70 employees at two different locations. His parents look back and remember what little they came with, but Tony's dad always taught him to look forward towards a vision.
After studying economics at the University of Colorado in the late 80’s, Tony worked in the family business for 11 years. While attending CU, his passion became the financial markets. After leaving the family business, Tony began his career as a Financial Advisor in October of 2000. This was the end of the 90’s Tech bubble and right before September 11th. Many viewed this period as “tough mountains to climb”, but Tony believed it was a great time for an education in the financial markets.
Tony is a native Coloradoan and moved to Northern Colorado in 1988. His wife, Carrie, was a Ft. Collins Policewoman for over 24 years. Tony's oldest son Colby is married and operates Peakview Wealth Management with him. His youngest son Garrett graduated from CU and lives in Fort Collins. Tony's oldest step-daughter Payton graduated from Colorado Mesa University and lives in Greeley. His youngest step-daughter Megan is married and lives in Cheyenne.
Biography
Tony began his financial career with A.G. Edwards in 2000. After six years, he became the co-branch manager. A.G. Edwards was purchased by Wachovia in 2007. Shortly thereafter, through the Financial Crisis of 2008-2009, the firm was purchased by Wells Fargo Advisors. Soon after, Tony was recognized as a Senior Investment Advisor – Investment Officer and earned the prestigious Premier Advisor designation.
Tony truly felt the next best step for his clients and business was to become an independent advisor. In 2018, he affiliated with LPL Financial and formed Peakview Wealth Management. Tony carries 26 years of experience managing clients' finances pre and post retirement. Focusing on portfolio management, financial planning, business succession counseling, insurance analysis, and estate planning, Tony understands the unique needs of affluent individuals along with families.