"The greatest gift that I’ve been given is the ability to take my years of study and apply it in a way that makes a measurable difference in the lives of our clients whom I consider friends."
Tracey Anton, CFP
Certified Financial Planner and Founder
Tracey founded T. Anton Investment house to help people grow their wealth to fulfill their dreams. She focuses on money management as well as retirement planning, income tax planning and estate planning. With more than 23 years of experience guiding client’s, she has seen the benefits of decisions implemented in the past enabling clients to reach their financial goals. She can be heard on her monthly radio program on WIBA 1310, "Straight Talk From the House”. On her off days, she enjoys spending time with her husband Doug and participating in philanthropic causes.
"As a child, my parents told me to treat others the way I wanted to be treated: that simple advice taken to heart molded me into one who cares, encourages and guides others in having the audacity to be a positive influence." Brenda Sims
Brenda has worked in the investment advisory business for over 8 years in client service capacity. She previously held Series 6 and 63, Registered Representative license. Formally, she worked for nine years as Senior Operations Analyst for TDS Telecommunications in the IT department. She has a great enthusiasm for helping people. When she’s not at the office you may find Brenda at her church ministering.
“I have always had an extended hand to help others as I realized that alone we can do so little; however, together we can accomplish so much.”
Morgan has five years of experience as an administrative assistance in the financial industry. Morgan’s strength is creating financial spreadsheets and project management. You’ll find Morgan at the front desk ready to help you with scheduling appointments and paperwork. Morgan’s passion is raising her two boys, Zeke (3) and Zach (1).