Focused on your success
Tony brings 28 years of experience to multigenerational families, business owners and divorcees by offering thoughtful advice in six core areas of focus: business exit strategies, pre and post-divorce planning, investment management, lending solutions and tax-aware retirement planning and estate planning strategies. Providing his high net worth clients a personalized experience, Tony and his team strive to maintain high standards of integrity and professionalism in their relationships.

Tony is a lifelong learner, seeking ongoing accreditation and experience. As a CERTIFIED FINANCIAL PLANNER®™, he has a roster of clients that includes successful business owners and executives, physicians, attorneys and divorcees. He offers tailored, goal-oriented planning and objective investment guidance that looks to align his clients’ long-term planning with their values. Tony believes that clients appreciate his ability to anticipate needs, provide individual attention and communicate clearly and confidently about important financial decisions. As a result, he helps make an impact in the lives of his clients for today, tomorrow, and generations to come.

Personal life
Tony resides in Magnolia with his wife, has 2 children and spends his free time between ranching, numerous charitable organizations, Brazilian Jitsu, Olympic weight lifting and destination driving vacations in Europe.

Previous experience

• Merrill Lynch, 1998-2000, Vice President Wealth Management
• Smith Barney, 2001-2008, Senior Vice President Wealth Management

Nicole is a seasoned financial services professional with nearly two decades of industry experience. She began her career in 2005, Springfield, Massachusetts, and has since held key roles at leading firms, including UBS and Morgan Stanley.

Nicole holds the Series 7 and Series 66 licenses and serves as a Senior Registered Client Service Associate. Nicole plays a key role in the daily operations, ensuring that everything goes seamlessly and according to plan. As the primary behind-the-scenes liaison, Nicole provides the foundational support for all clients wishes and needs.

Originally from Houston, Nicole now resides in Magnolia with her husband and their two children. When she's not in the office you'll likely find Nicole camping, hiking, or enjoying a day at the beach with her family.

Hannah brings exceptional energy, creativity, and attention to detail to every project, driving both client engagement and showcasing the team culture. Despite joining only two years ago, she has made a significant impact through her strong organizational skills, dedication, and consistent high-quality work across multiple business areas.

Her contributions have been particularly valuable in marketing initiatives and client events. From coordinating client gatherings to supporting educational seminars and internal programs, Hannah ensures every experience is thoughtful, well-organized, and aligned with our brand values.

Hannah is currently working toward her FINRA licensing and completing her college degree. With a long-term goal of becoming a Financial Advisor, she approaches every opportunity as a step toward that future, bringing curiosity, drive, and a strong work ethic to her development.