Anthony Sueck

About Tony:

Tony began his career in the Financial Services industry in 2005 and has a dual specialty in Financial Planning and Investment Management.  After nearly fifteen years with a larger firm, he decided to go into business for himself in 2020.

Over the course of his career, Tony has developed a proprietary Financial Planning process which is designed to be customizable and, specifically, can be as simplistic or detailed as the situation warrants.  He helps families plan their future through modeling scenarios for debt reduction, retirement, emergency funding, insurance needs, and saving for education.  He is able to offer far more sophisticated planning than most firms.

Tony also manages a series of proprietary investment portfolios for his clients and provides custom investment management when appropriate.

Tony obtained a Bachelor of Science degree in Finance, with a minor in Economics, from the University of Maryland (Global Campus).  He also holds a two-year degree from Iowa Western Community College.

Tony holds the distinguished Retirement Income Certified Professional (RICP®) designation.  This certification focuses on retirement income planning coursework, including the development of Social Security and Medicare strategies and retirement investment planning.

Beyond the Office

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Tony married his wonderful wife Michelle in 2015.  They live in Omaha and have two joyful children (Martin & Rosemary).  The household thrives on getting together with friends and family.  They love to travel in the summer and watch sports—especially football—in the fall.

Tony and Michelle are active in their local community, church, and school, and aspire to be more charitable with their time and money every year.

Tony would say that his work is also his hobby.  He is constantly conducting investment research and enjoys reading non-fiction books in the categories of macroeconomics, international economics, investing, history, and politics.

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