Anthony joined our team in 2024 and contributes to the practice in a variety of ways. He assists advisors with different projects, helps clients when they have questions about their accounts or part of the planning process, and in general, keeps our internal systems running smoothly. He is constantly learning and looking for ways to raise the bar, and his goal is to provide high-quality, reliable service that makes a positive impact on clients’ lives.
Anthony is an avid sports fan who enjoys auto racing and cheering on the Philadelphia Eagles. He also loves to travel (particularly to tropical destinations) and spend time with his friends, family, and fiancée Marissa.