Madison, WI Heartland Trail Office

Michael Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cuna Brokerage Services, Inc. and CUNA Mutual Group before joining T. Anton Investment House, Inc. in 2026. T. Anton Investment House is a small SEC-registered advisory firm managing approximately $332 million for individual, high-net-worth, and business clients. The firm uses fundamental, bottom-up analysis and proprietary in-house asset-allocation models to provide discretionary portfolio management and financial planning services.

Brenda Sims is a financial advisor at T. Anton Investment House, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with T. Anton Investment House, Inc. since 2015. T. Anton Investment House, Inc. provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as corporations, pension plans, and charitable organizations. The firm employs a fundamental, bottom-up investment approach with proprietary model portfolios tailored to client objectives, risk tolerance, and tax considerations.