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:
- Bring you the latest knowledge and developments in areas that impact your customized wealth management plan.
- Connect you with professionals we know and trust. We will happily meet with our network professionals on your behalf or alongside you.
- Seamlessly coordinate all your professional needs to keep you on track to your financial and life goals.
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 Services
Formerly (Adjunct Professor) University of Wisconsin-Milwaukee
Formerly (CFEd) Certified Financial Educator