1on1 Financial is growing! We’ve expanded our team and wanted to introduce you to Tony and Karen!
Tony Nori is our new Financial Planner and Director of Branch Management and comes to us with 30 years of experience in the financial industry. He is a Registered Financial Consultant (RFC®), Certified Estate Planner (CEPA), Registered Investment Advisor (RIA), and a Managing Director of Brokerage Design & Development (BDD). He specializes in helping clients with all aspects of their financial needs, from retirement and college planning to all types of insurance and investments, in addition to getting clients’ houses in order from an estate planning standpoint. Tony believes that comprehensive financial planning is important for a plan’s ultimate success. He is passionate about making a difference in people’s lives and helping them achieve their financial goals and dreams. Tony will be working at our Texas branch.
When he’s not working, you can find Tony spending time with his family and his dogs or traveling (especially cruising to locations with warm weather and clear blue water). He also loves finding and exploring all types of restaurants and enjoying a variety of wines. He hopes to one day visit Mount Rushmore and explore America in an RV.
Karen Putnam serves as administrative assistant at our Texas branch, assisting Tony, answering client inquiries and assisting with client and insurance company correspondence. In addition, she expertly handles various office duties as needed. Karen has over 20 years of experience in client communications and service and has previously worked as a cost accountant, assistant to a CPA, assistant to a financial advisor, and as assistant director of a nonprofit arts organization. She is a self-proclaimed “math nerd” who loves problem-solving. Outside of work, Karen enjoys walking through the beautiful trees and hills of McKinney, TX, as well as spending time with her husband and two children. She also loves seeing plays and visiting art museums.
Please join us in welcoming Tony and Karen to our team. We hope you benefit from their experience and passion! If you have any questions about what we do or how we can help you, call our office today at 909-981-1720 or simply click here to schedule a free 15-minute introductory phone call!
About 1on1 Financial
1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1990, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.