As a Fiduciary, Tony is dedicated to helping Savers worry less about money®. His extensive training and education over the past 40 years is as follows:
- 1983 – Graduate of Western Kentucky University
- 1984 – Enters financial field
- 1986 – Licensed to sell both annuities and securities (stocks, bonds, and mutual funds)
- 1988 – Completion of the American College’s CLU (Chartered Life Underwriter)
- 1989 – President of the Southern Kentucky Estate Planning Council
- 1994 – Completion of the College for Financial Planning, CFP Education Program
- 1996 – First advisor in Kentucky to host a weekly TV Show, “Your Money Matters”
- 1996 – Becomes registered as an Investment Advisor – Fiduciary
- 1997 – LEAP licenses with further extensive training in Macro-Economics
- 2004 to 2007 – Strategic Coach participant – Created The WorryFree Retirement®
- 2004 – Elite IRA advisor trained with Author Mr. Ed Slott, CPA
- 2005 – Trained under goal-setting guru, Brian Tracy – Focal Point Program
- 2007 to 2014 – Weekly Retirement Specialist on WAVE 3 Listens Live
- 2013 – Finalist, Advisor of the Year, by Senior Market Magazine
- 2014 to Present – Host of The WorryFree Retirement® TV and Radio Show
- Long-standing A+ Rating by the Better Business Bureau
- Over 5,000 documented personal Income Plans developed and presented
- Personally written over $750,000,000 of fixed annuities
- Over 2,600 accounts with over $350,000,000 with Charles Schwab
- Personally met with over 20,000 Individuals
- Author of six books
