Certified Financial Planner
As a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™, Tony has an in-depth understanding of his clients’ long term financial needs. He utilizes a network of income strategists, tax planners, and money managers to help achieve the investment and income goals of his clients.
Tony works with individuals in the greater Fort Worth area, including Grapevine, Flower Mound, Arlington, Haslet, Richland Hills, Keller and more. He even extends his service to those who live in other states. As a retirement planner and gifted communicator, Tony has the ability to take complex retirement challenges and break them down into easy to overcome obstacles. He is registered with FINRA with a Series 65, is a Finance Instructor with the Council of Financial Educators, and is also a member of the Financial Planning Association.
Tony builds retirement plans that answer investment questions, lay out the steps to take, and help provide retirement income for years to come. Tony and his wife, Teressa, have two daughters and live in Fort Worth, Texas. In his spare time, Tony enjoys photography, sports, and spending time in the great outdoors with his family.