Tony Pelz

Tony Pelz is a dedicated Lead Advisor committed to helping individuals and families develop long-term strategies to pursue financial independence. With a client-centric approach, he takes pride in guiding people toward their financial goals through personalized planning and disciplined execution.

Tony began his finance career in 2004 as a Mortgage Loan Officer. He later spent eleven years at TIAA-CREF in the Wealth Management Group, where he provided expert advice and service to clients across California, Oregon, and Washington. His extensive experience enables him to offer thoughtful, strategic insights tailored to each client’s unique needs.

A graduate of Colorado State University and a proud Colorado native, Tony lives in Denver with his wife, Kathleen, and their daughter, Janet. In his free time, Tony is an avid golfer and skier, and he relishes cheering on Colorado’s major sports teams. He also values quality time with family and friends.

Tony’s dedication, experience, and passion for service make him a valued partner in helping clients work toward their financial aspirations.