Anthony has spent his entire career working in Private Wealth Management. Having previously worked at one of the Nation’s largest retirement plan providers and for an independent boutique firm, Anthony has a broad range of experience consulting with clients using a goals-based approach.
Anthony’s focus is medical professionals and business owners who want peace of mind when it comes to their portfolios and financial plan. Anthony views the portfolio as the engine and the financial plan as a road map – both are integral parts of a successfully implemented plan.
Anthony graduated from Virginia Tech with a bachelor’s degree in finance with a concentration in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Virginia Tech’s CFP® Board Registered Program.
When he is not working, Anthony enjoys playing hockey on Sunday nights in a men’s league, mountain biking, snowboarding, and playing golf.
*Certified Financial Planner Board of Standards, Inc. (CFP® Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.