Anthony joined Financial Foundations with vast experience in customer service, building relationships and helping families. He values and appreciates each opportunity to assist people achieve their life and financial goals. Each client is unique, and as a Wealth Advisor, Anthony enjoys helping individuals and families fulfill their aspirations.
Prior to joining Financial Foundations, Anthony coached intercollegiate football for over a decade, and has over 7 years of financial services industry experience. Anthony has a BA from Denison University and a MS from Indiana State University.
Anthony is a CERTIFIED FINANCIAL PLANNER™ professional. In accordance with FINRA regulations, Anthony has earned his FINRA Series 6, 7, 63 and 65 licenses along with life and health insurance licenses.
Anthony lives in Worcester with his wife, Kristin, two daughters, Emily and Grace and dog, Jethro. Outside of work he enjoys sports, traveling and spending time with his family.
Anthony is fluent in Spanish.
Anthony can be reached at [email protected] or 508.620.1000 x121.