My name is Tony, and I’m the heart and mind behind our unique approach to financial planning. My career in finance began at Wells Fargo, where I built a strong foundation in financial advisory. My passion for investing led me into the dynamic world of technology and finance, serving as a software developer and equity research analyst at a startup quantitative investment fund, and later deepening my expertise at Canalyst (acquired by Tegus).

My personal journey has been profoundly shaped by life’s critical moments—including divorce, a family health crisis, and the early loss of a parent. These experiences have instilled in me deep empathy and a commitment to serve as a "transition specialist." I help clients navigate significant life shifts, from career changes and complex family dynamics to the financial challenges posed by terminal illness, estate planning, and end-of-life care.

My approach marries the analytical approach of equity research with the caring, individualized focus of financial planning. In partnership with Charles Schwab, we provide a secure, advanced investment platform, ensuring that your assets and information are protected while we work together to craft flexible, resilient financial strategies.