Tony earned his Bachelor of Science degree from Cal State University, Bakersfield in Business Administration with an emphasis in Management. Tony began his career with Northwestern Mutual in February 2005, when he was referred by another financial representative, Paul Sheldon. Tony began the management track as a College Unit Director, where he was responsible for working with College Financial Representatives in the internship program and teaching them on how to become successful in their career as well.

Awards and Recognition


Million Dollar Round Table Qualifying Member 2011-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2011-2012, 2014-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2008, 2010

Award recognizing persistency and performance

Tony Congdon, CLTC®

Wealth Management Advisor


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