Anthony Whitbeck, CFP®, CLU®

Chief Executive Officer

Executive Coach

Ph: 248.785.3603

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Tony began his career as an advisor in 1989. Over the past two decades, he has held many leadership positions at his broker/dealer including Training Manager, District Manager, Premier Branch Manager, Chairman of the National Franchise Advisory Council, Chairman of the Branch Manager Advisory Council, Consultant to USAG Risk Mitigation, and a member of the Integrated Retail Committee. Tony has extensive experience in coaching advisors. During his tenure, he has coached well over 200 advisors, some of whom have ranked in the top ten in production nationally. Tony is Series 7, 9, 10, 24, 63, and Life and Health Insurance licensed and has earned his CFP and CLU designations. He earned a Bachelor of Arts degree at the University of St. Thomas in St. Paul, Minnesota. Tony currently resides in Detroit, Michigan, and enjoys playing golf, smoking a fine cigar, drinking a glass of wine, and most importantly, spending time with wife and two boys.