Hey, I’m Tony

I approach financial advice in a different way.  I firmly believe that my clients aren’t served when we only look at the numbers.  I hope to join you in your journey to true financial freedom!  

RETIREMENT
STEPPING STONES

Find meaning, live with purpose, and leave a legacy.

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Faith × Family × Fitness × Finances × The Future

 

Bear Market Battle Plan

A bear market is defined as a 20% drop from recent market highs. Thus, if your $1 million portfolio declined to $800,000, this would be a bear market. Technical definitions aside, most people would say that any drop in their portfolio isn’t fun. Those who have worked...

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Being Present Is A Choice

Over the past year since my book release, I’ve had the good fortune to cross paths with skilled individuals who are effecting change in our industry.  The focus on the non-financial side of retirement, starting to take root.  I’m humbled to be in the leading edge of...

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Reflections

September 14th, 2022.  The day came and went without much fanfare.  A morning bike ride.  Hugs and kisses as I sent the kids off to school.  Coffee with a friend.  A meeting or 2 with a client.  A haircut.  Yet, that day was so much more.  My heart, full yet heavy. ...

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Everyone has a story.  My story has shaped the Financial Advisor I am today.  

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