Tony is an Investment Advisor Representative with Stewardship Advisory Group, LLC where he helps people with their financial and retirement planning, estate planning, investments, and risk management. Tony has a passion for helping business owners, entrepreneurs, executives, retiring and retired people to be wise stewards of the resources God has entrusted to them. He is well suited for this role as he grew up in a family-owned business. For over 25 years he has been in small business in one form or another. He has partnered with others and been on his own, in prosperous times and in tough times. He has weathered business start-ups and turnarounds, and even closings. He knows firsthand the stresses and pressures that have to be dealt with on a daily basis as a business owner.
As a Life Stewardship Coach, Tony gets the most satisfaction out of coaching individuals and business owners through the Life Stewardship Coaching process. It allows him to help them gain clarity of where they are and where they want to be, with a new sense of purpose and confidence as good stewards of the time and resources that God has blessed them with.
Tony is a graduate of the University of Texas at Dallas and Capernwray Bible School. He is an SEC Registered Investment Advisor with United Planners Financial Services, LP and has his Series 7 and Series 66 Securities Licenses. He is an Accredited Investment Fiduciary (AIF), Certified Estate Planner (CEP), licensed in life and health insurance, and a member of Kingdom Advisors.
Tony has spent most his life in Texas and considers it home. He is married to Cindy, his wife of over 36 years. They have five children and two grandchildren. When he is not working, he can be found camping and fishing or riding his Harley. He is active in a local church. He has served and supported, with his time and resources, numerous charities and non-profits.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.