Anthony joined our team in May 2024 and passed his Series 65 Exam in June 2025. He contributes to our practice in a wide 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.