Engineering Better Financial Outcomes
As the third generation at Antos Wealth Advisors a commitment to helping people build better financial futures runs in my family.
I studied Industrial Engineering at the University of Iowa, where I learned that the best solutions come from understanding the details and designing systems with people in mind. After two years at Charles Schwab, I joined my father at Antos Wealth Advisors to bring that same analytical approach to personalized financial planning.
Financial Planning for Every Stage of Life
Whether you're just starting your career, building wealth in your 30s and 40s, or planning for retirement, I help clients navigate the financial decisions that matter most. I especially enjoy working with young professionals and emerging investors who want to build wealth intentionally from the start. If you’re tired of generic advice or ready to move beyond budgeting apps to real financial strategy, we should talk.
Tax-Aware Financial Planning
Growing up with a tax advisor for a father meant spring break didn’t always happen, but it also gave me an early appreciation for how taxes shape every financial decision. While I don’t prepare returns, I help clients structure investments, retirement accounts, and long‑term strategies with tax efficiency at the core.
An Engineering Approach to Your Finances
I treat your financial plan like an engineering project: systematic, data-driven, and built to last. Whether you're navigating investing, career transitions, or business ownership, I help you see the connections between investment strategy, tax efficiency, and long-term wealth building.
My goal is to give you clarity (no jargon unless you want it) and not just what to do but why it matters.
Experience & Credentials:
University of Iowa - Industrial Engineering
Charles Schwab - Client Relationship Specialist
FINRA Series 7, Series 66, SIE
Life and Health Insurance Licensed