Meet Anthony
As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional, Anthony places a focus on personalized and holistic financial strategies. He helps clients work toward achieving their financial goals by providing tailored advice while empowering them to make informed decisions. He builds long-term, trusting relationships with clients and provides ongoing support and proactive planning, adapting to clients’ evolving needs.
A graduate of the University of Wisconsin – Madison with a Bachelor of Science degree in Financial Planning, Anthony went on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He’s an active member of the Financial Planning Association and always strives to stay on top of industry advancements and best practices.
Outside of work, Anthony enjoys watching the Chicago Bears and spending time in nature. Whether it’s hiking, walking or simply exploring the outdoors, being in nature helps him recharge and maintain a balanced, healthy lifestyle.