Since 2015
Tony’s knowledge spans the full complexity of financial planning, including tax strategy, retirement income planning, social security optimization, charitable gifting, generational planning, and investment management.
Tony’s planning philosophy is rooted in understanding the whole picture. For individuals and families facing complex financial decisions, he brings a disciplined, comprehensive approach that connects every dimension of a client’s financial life — investments, income, legacy, and beyond. By combining deep technical knowledge with a focus on education and personalized guidance, Tony helps clients gain clarity on what matters most and develop strategies designed to protect and grow their wealth for generations.
Tony lives in the Kansas City area with his wife Morgan, their two daughters Chandler and Scottie, and their dog Calvin. He is an avid Kansas City sports fan and enjoys traveling in his free time.
Education
Certifications
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.