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!  

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Faith × Family × Fitness × Finances × The Future


What’s in a word

Wow-wah! For those who are unsure of the meaning of that word, I offer a short story. As anyone with a toddler can testify to, when your child begins to talk, there are big variations to a word that only they can pronounce, and oftentimes, only you know what they...

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Can You Help?

Summing up the past 18 years of my career as a client-facing advisor… Me: What brought you here today? Client: I do not want to wake up dead tomorrow and leave my family financially destitute. Same for disability. I don’t want my children to still have student loans...

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Setting Sail

“If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders.  Instead, teach them to yearn for the vast and endless sea.” (Antoine de Saint-Exupery, French writer) In 2002, we set out to help our clients win with their...

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


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