Anthony Koehler

Tony began his financial services career in 2000. Since then, he’s served high-net-worth and ultra-high-net-worth clients to help attain their financial freedom. As a CERTIFIED FINANCIAL PLANNER® professional, Tony has guided over 1,000 families in the development of their own unique wealth plan. A fundamental set of beliefs are his daily motivation for serving clients best: consolidating assets in as few institutions as possible, creating a defined process for investing hard-earned money, and implementing a legacy plan to help ensure that loved ones are cared for in the future. Outside of work, Tony enjoys spending time with his wife and their three teenagers.