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Meet Your Advisor



Since graduating in 1992, Tony has helped his clients understand their finances, generate income, and help preserve assets. He’s passionate about helping consumers take control of their financial future and enjoys working with clients.

Over the past decade, he has taught more than 10,000 people about how to minimize worries in retirement by generating an ongoing retirement income. Tony places a key emphasis on both income generation (in any type of market environment) and capital preservation. Tony has over twenty-five years of experience in the financial arena, and he is passionate about empowering individuals, couples, and business owners with knowledge regarding taking control of their financial futures.

He earned his Bachelor of Arts degree in Economics from the University of California, Los Angeles, and he now splits his time between Denver, Colorado and Naples, Florida, working virtually with clients throughout the United States See Licensing. When not working, Tony enjoys restoring classic cars and spending time with his wife and their four rescue dogs.