941 West Morse Boulevard
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Wealth Manager | Thought Leader | Navy Veteran | Wisconsin Native
In his 23 years in Wealth Management, Tony has been called a thought leader, nicknamed Central Florida’s Retirement Income Doctor™, and been charged with having a "mind that runs like a race car.” While his financial savvy runs deep, he’s built Keena Wealth on the belief that wealth managers should serve people first, and their money second.
Originally from Wisconsin, Tony heeded the call to serve his country and enlisted in the U.S. Navy after high school. While serving in the U.S. Navy, Tony was stationed at Naval Weapons Station-Earle in New Jersey aboard the U.S.S. Nitro (AE-23).
There he sharpened his stellar work ethic and propensity for innovation as part of a top performing crew that participated in a Med Cruise and “GITMO” in Guantanamo Bay Cuba. He continues to put these attributes to work every day as he works to improve the lives of others and live out his personal philosophy: Invest in people and they will invest in you.
In addition to building a trusted relationship with you, we’ve also built a vetted network of trusted professionals, including lawyers, accountants, and other experts. Joining forces with them allows us to:
The best part is, there’s no charge for you. And no kickbacks for network members. We’re all in it for the same reason: to help people the way they deserve to be helped.
Professional Designations & Degrees:(AAMS®) Accredited Asset Management Specialist(AWMA®) Accredited Wealth Management Advisor(CAS®) Certified Annuity Specialist(CES™) Certified Estate and Trust Specialist(CFS®) Certified Fund Specialist(CIS™) Certified Income Specialist(MRFC®) Master Registered Financial Consultant(MSFS) Master of Science in Financial ServicesFormerly (Adjunct Professor) University of Wisconsin-MilwaukeeFormerly (CFEd) Certified Financial Educator
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.