Focus

My mission is to connect meaning to money and provide every client with targeted, comprehensive financial advice and investment management - delivered with the highest level of personal service and professional integrity.  I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.

Background & Experience

I work with families whose plans include retirement accounts, taxable accounts, trusts, estates, foundations, endowments, family limited partnerships, business entities, etc.  My team and I assist with management of assets ranging from traditional security investments, including equity, fixed income, cash alternatives and/or alternatives investments to providing access to specialized trust services.  We can provide clients with access to a team of specialists and work with their tax and legal advisors to assess all aspects of their investment plan.  In conjunction with our clients' tax and legal advisors, we assist with education planning, insurance planning, retirement planning, tax planning, and estate planning strategies.* 

Prior to joining Wells Fargo Advisors, I was a practicing attorney for 8 years specializing in real estate, probate, contracts, estate planning strategies, and fiduciary litigation.  While I no longer practice law, I obtained my Juris Doctorate from South Texas College of Law.   I hold a Bachelor's degree in Economics from the University of Texas and I have also earned the CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc.  For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.    I have been recognized as one of the Forbes Top Women Wealth Advisors Best-in-State ** for 2024 and 2025.

Away from the Office

In addition to helping my clients, I am committed to helping my community.  I am passionate about advocating for the needs of children. I have served on the Golden Crescent CASA board of directors.  Most recently, I have gotten involved coaching my twin’s soccer team.  I am a member of the following professional organizations: Junior League of Victoria (Past Treasurer), Victoria County Bar Association (Past President), Texas Exes Association, and the State Bar of Texas.

I am lucky to live and raise my teen boy and twin toddlers in the same community where I was born and raised, among my family and friends.  My husband, Shane, is a veteran and now a consultant in school safety and emergency response management.   Family is often the most important part of my clients’ lives and similarly, family is my reason for everything.

*Wells Fargo Advisors is not a legal or tax advisor.


Education:
South Texas College of Law - J.D.
University of Texas at Austin - B.A. Economics


*Wells Fargo Advisors is not a legal or tax advisor.

** 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

With 24 years of experience in the finance industry, Tony brings a wealth of knowledge to his role as a Financial Advisor at Wells Fargo Advisors, where he has spent the last two years. His extensive background in banking and lending, particularly as a business banker, allows him to connect deeply with business owners, understanding their unique challenges and opportunities. Tony takes a holistic approach to financial advising, viewing lending as a strategic tool for leverage and always looking beyond just investments to help ensure his clients’ wealth plans are comprehensive. He offers personalized service, tailoring each strategy to help meet his clients' goals while providing them with the information and insights needed to make informed decisions.

Tony’s ideal clients are business owners and families seeking to build multi-generational wealth. He is especially adept at navigating the complexities of sensitive family dynamics, aiming to ensure that wealth plans address both the emotional and financial needs of his clients. With his experience and strategic vision, Tony excels in helping clients structure their wealth to last across generations, all while providing clear, actionable advice that reflects his deep understanding of their goals and aspirations.

Beyond his professional expertise, Tony is passionate about staying engaged in his community, serving as a member of Holy Family Catholic Church and the Victoria Chamber of Commerce. Outside of work, he enjoys playing tennis, reading science fiction, and traveling. He is deeply committed to his family, sharing his life with his wife, Rachel, their daughter, Valyn, and their three dogs. With his vast experience and dedication to his clients and community, Tony is not just a Financial Advisor but a trusted partner in helping his clients achieve their long-term financial success.

Crystal Simmons serves as a Senior Registered Client Associate at Wells Fargo Advisors, where she plays a vital role in supporting client service and operational excellence. Her responsibilities include preparing materials for client meetings, facilitating money movement and income distribution, and ensuring the seamless execution of daily office functions. Crystal is deeply committed to delivering timely and satisfactory service, consistently prioritizing the needs of clients.

Crystal began her career with Wells Fargo Bank in 2015 and transitioned to the Wells Fargo Advisors division in 2021. She has recently earned her FINRA Series 7 and Series 66 securities registrations, along with a state insurance license in Texas, further enhancing her ability to serve clients with professionalism and expertise.

A lifelong resident of the Victoria/Bloomington, Texas area, Crystal currently resides in Victoria with her partner, Matthew, and their three sons. Outside of work, she enjoys spending quality time with family and friends and actively supports her sons’ athletic pursuits by attending their sporting events.

CA Insurance License Number: 4485732.