Anthony comes to Financial Foundations with a background filled with 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 Paraplanner, Anthony enjoys assisting the advisors in helping individuals and families fulfill their aspirations.
Prior to joining Financial Foundations, Anthony coached intercollegiate football for over a decade, worked for an insurance firm in Worcester and for New York Life. Anthony has a BA from Denison University and a MS from Indiana State University. Anthony holds 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 can be reached at [email protected] or 508.620.1000 x121.