A Financial Paraplanner who joined the firm in 2024, Anthony holds a Bachelor's degree in Finance with a concentration in financial planning. He works closely with the Senior Advisors to keep operations organized and ensure clear, timely communication with clients. He genuinely enjoys helping people with something as personal as their finances and feels both grateful and blessed to make a positive impact in their lives. Outside of work, he coaches a youth football team—a role that allows him to give back to the community and help young athletes grow both on and off the field.