Anthony has spent more than a decade providing expert financial planning and investment management services. He helps clients navigate the complexities of managing their finances by developing personalized financial plans that align with their unique goals and risk tolerance. His approach includes optimizing investment portfolios to ensure efficient growth and preparing clients for key milestones like retirement, purchasing a home or business, and funding their children's education. Through careful analysis and strategy, Anthony assists clients in making informed decisions about their investments, helping them build and preserve their wealth while offering access to a wide array of investment options to meet their specific needs.

Anthony places a strong emphasis on providing tax efficient and tailored strategies that adapt to his clients' evolving needs and changing market conditions. He believes that offering access to a diverse selection of investment vehicles gives clients the flexibility and resources to navigate market volatility and work toward their long-term financial objectives with confidence, even as their personal circumstances evolve.

Anthony holds a Bachelor of Science in Finance from St. Thomas Aquinas College, has completed the Financial Planning Education Program at the College for Financial Planning – A Kaplan Company, and participated in the Investment Management Theory & Practice program at Yale School of Management – Executive Education. His licenses and professional designations include the Series 7, 63, and 66, a Life and Health Insurance License, the CERTIFIED FINANCIAL PLANNER® (CFP®) certification issued by the CFP® Board, and the Certified Investment Management Analyst® (CIMA®) designation issued by the Investments & Wealth Institute in conjunction with Yale School of Management.