My journey at Edward Jones began with a simple knock at my door. I was on a conference call for work when a gentleman in a suit and tie showed up at my door, asking how my family was doing regarding our financial goals. I hastily rushed him off my doorstep and continued with my call.
He showed up the following summer asking the same question. I appreciated his persistence and realized I hadn't done anything regarding financial planning since his first visit. This gentleman was with Edward Jones and I eventually became his client.
Before we met, I was a 'do-it-yourselfer' and thought I didn't need any help. I studied investments and the markets - be focused for a short time - then I'd get distracted by life events and my family's financial future would be pushed aside. After working together for a couple years with my new financial advisor, I realized that having a trusted partner was making an impactful difference on our lives.
In fact, I was so impressed that I decided to begin a career with Edward Jones. My goal as a financial advisor is to free up time for my clients so they have the confidence to live their best life possible. I help them put financial strategies in place so they can leave a legacy for their loved ones or their favorite charities.
We work together to find out what's important to you, use an established process incorporating CPA's and estate planning professionals and partner with you throughout your life.
I am blessed to share raising a son and daughter with my lovely wife. We have lived in Colorado since 1998.
In my spare time I enjoy spending time with family and friends, mountain biking, fly fishing and golfing. I am honored to volunteer for iEmpathize, an organization that fights for the prevention of child exploitation and human trafficking.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Mountain Biking
- Sports Enthusiast
Phone NumberTony J Liska at (303) 441-0204
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