Tony Root

Founder- Financial Advisor

meet Tony

As a licensed investment advisor, I believe that financial planning is far more than just investing. Education plays a vital role in the process. I strive to educate my clients as I use Dave Ramsey’s principles to guide them towards their personalized financial goals, which may include eliminating debt, taking control of personal finances, investing to plan for college or retirement, and ultimately achieving financial freedom.

Retirement planning can be a confusing process. I believe in leading my clients with the heart of a teacher as I help them to truly understand their investments. My goal is to live and give like no one else and to help all of my clients also achieve that financial freedom. I currently hold my Series 6, 63, and 65 Securities Licenses as well as Life Insurance Licenses.

When I’m not working, I enjoy spending time with my wife, Chalee, and 3 young children, Nora, Thea, and Tucker. We love to take road trips, explore new places, and also just to enjoy a good day at the local beach or a walk around our neighborhood.