Bringing Clients’ Financial Goals into Focus
Taking time to get to know clients builds a financial relationship that serves client needs. With a dozen years of banking experience, Tony Lopez uses his expertise to help you build your financial future.
From opening a client’s first checking account to helping them complete a home purchase or plan for retirement, his client-first approach builds long-standing relationships that help clients chart their financial futures.
Areas of Expertise
- Consumer lending
- Mortgage lending
- Convenience banking solutions
Education and Professional Credentials
- Accounting / Austin Community College
- Life and Health Licensed in North Dakota and Minnesota
The Rest of the Story
Tony has financial experience that spans mortgage, convenience solutions, commercial banking, payment processing and client relations. Not only does he build professional relationships with clients, he understands the details to help them reach their financial goals.
The Red River Valley is a great place to work and raise a family, according to Tony, who counts people as the region’s chief asset. When not helping clients, you will find him coaching his sons’ sports teams or avidly watching sports teams from Texas.
A member of the Wahpeton-Breckenridge Rotary club, Tony enjoys serving his community. As a photography buff, he likes preserving moments of community and family. Whether you need to zoom into financial details or take a wide-angle view of future goals, Tony will help you capture what’s needed to bring your financial plan into focus.