Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance

Community participation

ANTONICH & ASSOCIATES - Community participation photo
  • Cell Phones For Soldiers - Our Charlotte office is a proud sponsor of Cell Phones For Soldiers and is an official cell phone drop-off site for the charity. Cell Phones for Soldiers collects used cell phones for recycling. Funds raised from recycling are used to purchase prepaid international calling cards and helps our troops communicate with their loved ones for free. For cell phone drop-off times, please see Office Details for hours.
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly®Employer
  • Financial Planning Association of Charlotte