Tony Nitz
Paraplanner | Volunteer | Family Man | Golfer
- Role
- Paraplanner at Mhf Wealth Partners
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Tony Nitz
As Morgan Housel states in Psychology of Money,\"Two topics impact everyone whether you are interested in them or not - health and money.\" I am passionate about financial planning and a member of the Myklebust, Horne, and Fies Financial Group. Our team is a part of the Northwestern Mutual Private Client Group network and was named #5 Best in State Wealth Management Team in Wisconsin for 2026.Personally, I enjoy taking advantage of all that the Milwaukee area has to offer with friends/family and cherish time with my wife, son, and dog. A few of my favorite hobbies include playing and watching golf and reading.I have had the importance of giving back impressed on me from an early age. I am an active volunteer with the MACC Fund and a member of their Emerging Leaders Board; I was co-chair of the Emerging Leaders Board for 20••••24. I also volunteer with SecureFutures and the First Tee of Southeast WI.
Experience
Paraplanner
Nov 2025 — Present
Provide comprehensive financial plans that utilize an integrated approach to maximize spending power, minimize taxes, and maximize legacy
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Accounting/Finance
2010 — 2013
University of Wisconsin Milwaukee
Master of Science - Professional Accounting, Accounting
2013 — 2014
University of Wisconsin-Whitewater
Accounting
2009 — 2010
Skills
- Financial Statements
- Time Management
- Financial Analysis
- Account Reconciliation
- Leadership
- Budgets
- Finance
- Customer Service
- Microsoft Word
- Leadership Development
- Microsoft Office
- Microsoft Excel
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