Tony Christensen is the founder and Managing Partner of ACCESS Wealth Management. With more than 25 years of financial experience, Tony provides innovative insight and sound guidance to high-net-worth individuals and their families. Through customized planning, investment and insurance strategies, he helps clients gain control over their complete financial lives.

As Managing Partner, Tony brings his personal values and vision to his leadership role. He encourages his team of experts to creatively collaborate, building individualized solutions that are fully aligned with client goals.

Tony’s opinions have been sought out over the years by financial publications including Dow Jones Newswires, Kiplinger, and The Wall Street Journal. He’s been featured on ABCNews.com, Wealthmanagement.com and Forbes.com. While part of the Wells Fargo Advisors Financial Network, he was named as a Premier Advisor for 11 consecutive years, from 2005 – 2015. As a vocal champion of the meaningful difference an independent advisor can make in a client’s financial life, Tony was tapped to film a spot in Charles Schwab’s national television ad campaign.

Before starting his firm, Tony was an Associate Vice President at Morgan Stanley. He is passionate about giving back to the community, having served on the boards of the Juvenile Diabetes Research Foundation, Jewish Hospital and the St. Mary’s Foundation, the Nick Lachey Foundation, The Wendy L. Novak Pediatric Diabetes Care Center Advisory Board and the Children’s Hospital Foundation Board of Trustees. He co-founded the “Super Skins” Charity Events, which raised over $1 million for charities including Make-a-Wish Foundation, Big Brothers Big Sisters, and the American Cancer Society. He and his family are very active with the Children’s Hospital in Louisville. They established the Christensen Family Sports and Activity Program at Norton Children’s Hospital.

Tony earned a Bachelor of Science in Business at Miami University in Oxford, OH. He is a Certified Private Wealth Advisor^®, an advanced education credential for providing specialized strategic expertise to high-net-worth clients. Tony is also an NFL Players Association Registered Financial Advisor* and holds a life insurance license.

Brad Hellman is Vice President at ACCESS Wealth Management with over 29 years of financial experience.  Responsible for the development and implementation of effective financial plans, he helps identify products and services that will best serve client goals. He also plays a key role in evaluating, recommending and monitoring asset managers.

Prior to joining ACCESS Wealth Management, Brad was a manager and broker at ICAP Energy, one of the world’s leading energy brokerage firms. At ICAP, he performed price discovery analysis for futures and financial derivatives such as swaps and options. Brad also provided execution services for a diverse client base including banks, hedge funds and alternative liquidity providers.

Brad is a Certified Financial Planner™ professional and also holds the Certified Investment Management Analyst ® certification, administered by Investment Management Consultants Association® through the Yale School of Management. He earned his Bachelor of Science in Business from Indiana University Southeast.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Caitlin Rose has been with ACCESS Wealth Management for over 16 years. As Family Office Vice President, she combines her professional fiscal expertise with personalized service to provide ongoing stewardship for our clients’ complex financial lives. She assists with client needs from the very first meeting and ensures that day-to-day management of financial affairs remain in alignment with both current and long-term goals. In addition to providing household accounting solutions for ACCESS Family Office Services clients, she is involved in financial and compliance management for the firm as a whole.

A registered and licensed securities representative, Caitlin holds a Bachelor of Science in Business Administration from Bellarmine University in Louisville, Kentucky where she graduated as salutatorian of her class.  She is also a registered and licensed securities representative for Private Client Services (please see Item 4 – Other Business Activities for more information).