Anthony Priester, CFP®

Anthony serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Anthony offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked for an independent investment advisory firm as both a financial advisor and a financial planner.

Anthony earned both a Bachelor of Business Administration degree in finance and management and a Bachelor of Science degree from the University of Wisconsin–Oshkosh. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Anthony and his wife, Emily, spend their spare time fishing, attending sporting events and spending time with friends, family, and their golden retriever, Ruby.