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!

learn more

RETIREMENT
STEPPING STONES

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

Grab Your Workbook

Free First Chapter

Buy the Book

Get the Latest Articles

Faith × Family × Fitness × Finances × The Future

This too shall pass…

Well, unless you’ve been under a rock, unplugged your TV, disconnected your internet, or were briefly abducted by an alien lifeform, you’re likely aware that the stock market is having a rough time. Some might say we’re in a down market, some might say bear market,...

Sweet Sixteen

Last week, my oldest daughter, Eliana, turned 16. She’s the sweetest, smartest, most beautiful 16-year-old I know! There’s no stopping the positive impact she’s having, and will have, on this world. It’s truly unmistakable. A couple weeks back, our school put on a...

Pluto

My Very Elderly Mother Just Served Us Nine Pizzas. For some, reading that sentence conjures up memories of grade school as it served as a mnemonic device to help you memorize the names and order of the planets of our solar system. Mercury. Venus. Earth. Mars. ...

take me to the blog

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