Anthony serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Anthony’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Anthony worked as a Vice President with a large registered investment advisory firm where he served high net worth individuals and families. He was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Anthony earned his bachelor’s degree from Florida State University.
Anthony is married and enjoys boating, volunteering with Big Brothers Big Sisters, and spending time with his wife and three children.