Tony Myers - CAVU Wealth Partners in

Tony Myers - CAVU Wealth Partners

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Wealth Management Advisor | Business & Estate Planning Specialist at Northwestern Mutual
📍 Downers Grove, Illinois, United States

Anthony "Tony" Myers is a Financial Advisor and Certified Exit Planning Advisor (CEPA®) with CAVU Wealth Partners, bringing over 20 years of expertise. He specializes in holistic financial, business, and estate planning. Colleagues and clients describe him as detailed-oriented, knowledgeable, and dependable, and he holds a degree from Northern Illinois University.

Outside of work, Tony is a dedicated family man. He is proud of his sons baseball achievements and enjoys spending time outdoors with his family. He is also passionate about mentoring young professionals in the finance industry and actively volunteers with local community programs, having previously spoken with his wife at pre-cana sessions.

Unique fact: Tony serves on the advisory board for S²A Modular, a company focused on transforming home and commercial construction.

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Experience
26 Years
Current Role
Wealth Management Advisor | Business & Estate Planning Specialist
Job Level
Junior
Location
Downers Grove, Illinois, United States
Personality Overview

How Tony shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tony cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA®), he specializes in holistically planning for a business owner's life and maximizing their organization's value prior to exit.
Holistic Financial Planning
His core philosophy involves providing comprehensive financial planning for individuals, families, and business owners, covering wealth management, retirement, and education savings.
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Career

Work history

2000
Wealth Management Advisor | Business & Estate Planning Specialist
Northwestern Mutual
In the press

Media appearances

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Education
1996 - 1999
College of Business
Northern Illinois University
1996 - 1999
Bachelor of Science (BS)
Northern Illinois University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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