Anthony Whitbeck, CFP®, CLU®

Chief Executive Officer

Executive Coach

Ph: 248.785.3603

Link to Coaching Card

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.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

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