Tony Van Ore CFP®

Chief Compliance Officer

Tony Van Ore brings more than 25 years of experience in the financial services industry to his role as our Chief Compliance Officer. Tony graduated with his bachelor's degree in business administration from the University of Central Florida in 1991 and is currently a CERTIFIED FINANCIAL PLANNER™ maintaining his certification since 2007. Throughout his time in the industry, he has served in a variety of roles of increasing responsibility, with work among all of the regulatory authorities that his current role encounters.

His contribution to his current role is further enhanced by the insights gained from his time as a deputy sheriff prior to entering financial services. His passion for helping clients and protecting their best interests is central to his personality and what he strives for on a daily basis. He is responsible for maintaining a strong ethical and compliant environment for advisors and clients alike by enforcing internal policies and procedures as well as the regulations that govern our business.