Our Associates

Antonio has served clients of the Midwest Region of Wells Fargo Advisors since 2015. He has enjoyed his time working in various roles ranging from Credit Analyst, Anti Money Laundering Auditor, Mortgage Underwriter, and Retirement Plan Specialist to his current role of Financial Advisor. He enjoys using the skills he has acquired from his various roles to help serve his clients on a deeper and more efficient level. Antonio has more than 15 years of industry experience and has spent his entire career in Northeast Ohio. He attended high school at Madison, then moved on to earn a bachelor’s degree in business from the Ursuline College of Pepper Pike. Antonio provides personalized guidance and perspective for a select number of clients who expect a higher level of wealth management advice and customer service. He also believes that financial success is defined differently for each client.

In 2020, Antonio jointed a team of like-minded advisors and works alongside his business associates, Istvan Tamoga, Senior Vice President – Investments and Phil Hrvatin, First Vice President – Investments. As a team they have more than 70 years of collective experience in the financial services field.

Antonio enjoys working with his clients to create a path toward their goals, in addition to partnering with Financial Advisors in various ways to serve their clients more effectively. He believes advisors truly act as business owners and that their clients always come first.

Antonio lives in the Willoughby/Wickliffe area with his wife Danielle and their two sons Antonio and Giovanni. The family enjoys cooking together at home, the local Cleveland Metroparks, and spending time with their dog Vita Bella. Antonio is an experienced scuba diver and enjoys all Cleveland sports.

Istvan Tamoga was born and raised in Budapest, Hungary.  He immigrated to the United States with his parents and siblings in 1979.  Istvan finished high school in Buffalo, NY and then received his Bachelor’s degree from SUNY at Buffalo.  He received his Master’s degree from UMass Amherst in Sports Management.

Istvan started his career as a Financial Advisor in 2000 in the Beachwood office of Morgan Stanley. In 2008 he was promoted to Branch Manager of their downtown Cleveland office.  After careful consideration, Istvan decided to move to Wells Fargo Advisors in 2015.  At Wells Fargo Advisors he focuses on comprehensive investment planning for high net worth individuals, families and private businesses. His mission is to understand each client’s needs and work with them to help achieve their financial goals, ranging from planning for retirement in the lifestyle of their choosing, generational wealth transfer, risk management, finances on both sides of their balance sheet and saving for their children's or grandchildren's education.

Istvan holds the Supervisory registrations of Series 9 & 10, the General Securities registrations of Series 7 & 66.  He is also a Private Investment Management (PIM®) Portfolio Manager and licensed to sell life insurance, long-term care, annuity products and financial advisory products.

Istvan lives in Broadview Heights with his wife Lisa and their son Istvan Daniel and daughter Breanna Nicole.  Istvan enjoys spending time with his family and friends, playing soccer and travelling.

Phil has been delivering personalized investment services for non-profits, businesses and families for over 35 years and has gained extensive experience throughout major shifts in the market. He began his career working with Kenney & Branisel, an institutional government securities dealer. This experience provide an in-depth understanding of the credit markets and provided extensive knowledge of fixed income securities. Phil transitioned to Roney & Co, a New York Stock Exchange firm based in Michigan. Phil became a partner and stayed with the company until they were acquired by First Chicago in 1998. Through a series of mergers Phil became part of Wells Fargo Advisors and marks 27 years with the firm. Phil holds a Series 7, 63 and 65 securities registration as well an insurance license in annuities, long term care and life. 

Phil’s family has resided in Cleveland for three generations. He graduated from Euclid High School and continued his education at Cleveland State University. Phil and his wife have three grown children and eight grandchildren. Phil is an active cyclist, swimmer, and as a musician.

Anne is a Senior Client Associate with our Team. Anne brings over 30 years of industry experience’s working as a Senior Client Associate and has been with Wells Fargo Advisors for the past 20 years. Her knowledge, experience and professionalism are extremely valuable to our practice and help position us to offer broader capabilities and service to our clients.

During the summer months Anne and her family keep busy spending the weekends at their cottage in Vermilion, Ohio. Anne and her husband also enjoy walking daily & participating in a variety of 5ks. Anne lives in Lakewood, OH with her husband Tim and their daughter Cassidy.