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The Legacy Summit

Intentionality. Purpose. Legacy.

Intentionality. Purpose. Legacy.

This show is dedicated to sharing real life stories of people and organizations in our community that are going above and beyond the status quo in an effort to create a lasting legacy.

Antonio has a Bachelor of Science from the University of South Carolina in Columbia, South Carolina. He started in the business in 1998, working for Merrill Lynch in Denver, Colorado. In August of 2000, he then moved to Fidelity Investments in Dallas, Texas covering the northeast territory including Boston, New York and Washington DC. In 2016, Antonio joined Baird and works with clients throughout the country.

Antonio is a partner at the Penn Valente Group at Baird. The team is committed to helping clients become informed investors and has built a white glove service model for their clients.

Antonio holds the FINRA Series 7, 26, 63, and 65 as well as health/life licenses for multiple states and holds the QPFC designation as a member of the National Association of Plan Advisors (NAPA), which is the sister organization of the American Society of Pension Professionals & Actuaries (ASPPA).

Antonio, originally from Hoboken, New Jersey, has lived in the Dallas area for the last 20 years. He has a wife, Scarlett Lauren, and a daughter, Gianna. His passions are sports, skiing, biking, hiking mountains, family, friends and giving back to the community. He often spends time in the Santa Fe (NM), Scottsdale (AZ), Los Angeles (CA) and Denver (CO) areas in pursuit of mountain hiking.

Podcasts

The Children's Advocacy Center of Collin County (CACCC)

The Children's Advocacy Center of Collin County (CACCC)

I sat down for a one-on-one conversation with Lynne McLean, the CEO of the CACCC for a discussion of what her organization is doing to help keep children safe in our community. Lynne discusses the organization's unique approach to getting results and we highlight how you can get involved with the organization.

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Ken May: A Conversation on Leadership

Ken May: A Conversation on Leadership

My one-on-one conversation with Ken May, iconic leader and former CEO of FedEx, Krispy Kreme Doughnuts & TopGolf. The discussion was centered upon Ken's legacy of a successful leader across decades and various businesses. Ken discusses what helped him to be successful, his work in the non-profit community and how EQ is a game changer for success. The conversation also includes some of the recent projects Ken is working on as a special advisor.


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Governor Bill Richardson: A Conversation on Service

Governor Bill Richardson: A Conversation on Service

The Legacy Summit Episode 3 features my one-on-one conversation with Bill Richardson, iconic leader and humanitarian. Bill served as a member of Congress for 14 years, US Ambassador to the UN, Secretary of Energy under the Clinton Administration and 2 terms as Governor of New Mexico. Bill discusses what helped him to be successful as a leader and he shares some amazing stories from his meetings around the world. The conversation also includes some of Bill's recent work as a humanitarian, helping to untangle American citizens caught up on the wrong side of foreign affairs.  

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Dr. Daren Martin, PhD: A Conversation on Culture

Dr. Daren Martin, PhD: A Conversation on Culture

My one-on-one conversation with Daren Martin, the Culture Architect, is centered around the importance of company culture. Daren is a Wall Street Journal & USA Today bestselling author, as well as a dynamic keynote speaker and executive coach.  We discuss Daren's multiple books and how organizations can "evolutionize" their core businesses by transforming employees into thinking like company owners.

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Steve Fordham, Service Director of Boardwalk Ferrari Maserati & Kyle Wallgren, CEO of Edsoma

Steve Fordham, Service Director of Boardwalk Ferrari Maserati & Kyle Wallgren, CEO of Edsoma

This episode features a 2 part series. The first segment is my conversation with Steve Fordham, Service Director of Boardwalk Ferrari Maserati & President of the DFW Chapter of the Ferrari Club of America. We discuss all things Ferrari, including the commitment to quality and client experience instilled from the legendary Enzo Ferrari. The second segment features my conversation with Kyle Wallgren, CEO of Edsoma. The company has designed an AI based reading platform app dedicated to fighting global illiteracy & helping both children and adults improve their reading skills.   

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John Patterson, Author and MLB Pitcher, & Jenny Mulks, TedX Speaker and CEO of Along Comes Hope 

John Patterson, Author and MLB Pitcher, & Jenny Mulks, TedX Speaker and CEO of Along Comes Hope 

This episode features a 2 part series. The first segment is my conversation with John Patterson. We discuss his career in MLB, his game changing book & life outside of the baseball diamond. The second segment features my conversation with Jenny Mulks, cancer survivor & coach, TEDx speaker and CEO of children's cancer charity Along Comes Hope. 

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Jeffrey Rohrer

Jeffrey Rohrer

My conversation with Jeffrey Rohrer, former NFL player with the Dallas Cowboys. Jeffrey discusses his road to the NFL through Yale and what is was like to be part of the iconic franchise. You'll also hear his story of being the first NFL player to marry a same sex partner. You'll hear what Jeff is up to these days, as the CEO Toro Bravo, his work as inspiring painter, and his award winning film production making famous Super Bowl commercials. Lastly, we'll discuss his work with local charities here in the DFW area, as a board member of Charity Road. 

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Paul Salfen

Paul Salfen

My conversation with Paul Salfen, TV host, writer & author of Going For It. The new book is a collection of quotes, stories, and incredible insight from the biggest and best names in entertainment, sports, and pop culture – and beyond, as the author shows that anyone can truly succeed when they put their mind to it and heart into it, proving the point with hundreds of shining examples from wide-ranging household names like Tom Cruise, Beyonce, Metallica, Garth Brooks, Tyler Perry, Larry King, Mike Tyson, and Sir Richard Branson.

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University of Tennessee College of Nursing

University of Tennessee College of Nursing

My conversation with Victoria Niederhauser, Dean of the College of Nursing at the University of Tennesee in Knoxville. We discuss the amazing story of education and service happening across the state of Tennessee, the new era of excellence lead with the new building and what sets this program apart from others. We expand the conversation with a discussion on the "Volunteer Spirit" and how alumni, fans and viewers can strengthen their legacy with this world class organization. 

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