Tony Sanchez

Licensed Associate

Tony is a Licensed Associate and is our Client Services Specialist focusing solely on providing the best client experience possible. He is your go-to person for any questions or service requests pertaining to your existing life and annuity policies as well as investment accounts. Tony also is our Director of New Relations and will be your initial contact for scheduling appointments and setting up new accounts.

Tony has over 18 years of industry experience and is a licensed Life & Health agent. In addition, he holds the FINRA Series 7 and 63 securities licenses. 

He has lived in three states – IN, NC, and TX – and has always enjoyed meeting new people and learning their story.  Tony also enjoys traveling and getting outside as much as possible to find new places to ride his mountain bike.

Phone 317-547-1200
Fax 317-547-1201