The personal and professional synergies within Henderson Steffan Wealth Management come as no surprise. Tony and Pete have worked together since college, and the strength of their partnership and complementary skills are evident in everything they do for clients, who often become friends.
Specifically, Tony focuses on financial/retirement planning and finding financial solutions to the issues his clients face. He researches different investments and vehicles to find the best fit—similar to putting together a financial puzzle that helps his clients obtain financial goals. Because Tony’s approach to working with clients is based on education, not selling, the result is often a long-term relationship that lasts generations. A graduate of the University of New Mexico, Anderson School of Management, with a B.B.A., Tony is also a Certified Financial Planner® professional and holds Series 7, 31, 63 and 65 securities licenses.
Tony leads a very busy life at home as well. He and his wife, Melissa, are active within their daughters’ school and very much a part of their day-to-day lives. Although he is passionate about the difference he makes in the lives of his clients, Tony’s favorite role is clearly that of being a father to his three amazing girls, Kate, Elisabeth and Ashley. He is a life-long resident of New Mexico and truly loves his state and the Albuquerque community. He and Melissa give regularly to their church, praiseworthy charities and local schools. When not with his family, Tony is usually on his mountain bike lost in the forest. Aside from his own family, Tony’s team—Pete and Joshalyn—are the most important people in his life. They are true partners and great friends.
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