A co-founder of HS Wealth Partners and CERTIFIED FINANCIAL PLANNER™, Tony is passionate about helping people understand their financial world, discover opportunities, and have greater peace of mind. He loves sitting with someone and helping them put together the pieces of their “financial puzzle” so they can clearly see where they are, where they’re going, and what options are available to them. Through consistent communication and practical education, he helps each client create and implement a plan to maximize their wealth according to their unique values and goals. He works with both individual investors and business owners, and his objective is to provide every client with comprehensive support for their personal and professional financial goals.
Advising Approach
With more than 30 years of experience in the industry, Tony’s favorite aspect of being an advisor is developing meaningful relationships with clients. By consistently putting their needs first and being present throughout life’s challenges as well as successes, he creates trust with clients, giving them freedom to truly enjoy their wealth. He looks at each financial situation from multiple angles, planning, theorizing, and strategizing meticulously. Because of this, his clients know they don’t have to worry about the details—they can rest with peace of mind because they have a dedicated partner who genuinely cares and is constantly looking out for their best interests.
Education & Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Bachelor’s Degree – University of New Mexico
Personal Life
Tony spends time in both Albuquerque, New Mexico and Franklin, Tennessee, where he lives with his wife Melissa and two of their three daughters Ashley and Elisabeth. Their oldest daughter, Kate, is currently attending Belmont University. Their family enjoys being outdoors, traveling, and serving at their church together every Sunday.
A former member of the University of New Mexico’s Lobo Basketball team, Tony’s competitive spirit won’t allow him to sit still—his favorite pastime is mountain-biking. He has competed in endurance mountain bike races throughout the United States. While he’s become more of a “roadie” (by necessity) since moving to Tennessee, he still participates in several mountain-bike races each year.