Anthony joined Accel Wealth Management in December 2019 with the merger of Premier Advisors, LLC. He has been in the financial services industry since 1999. Previously, he has worked with firms such as T. Rowe Price and Charles Schwab.
Anthony earned his degree in Economics from the University of Florida in 1998. He achieved the designation of Certified Financial Planner® (CFP®) professional in 2012. Anthony adds value to his client’s portfolios by taking a multidisciplinary approach. As a CFP® professional, he always puts the client’s interests first and upholds a high level of ethics and professionalism. He has the knowledge and experience to provide comprehensive financial planning through a holistic lens. Anthony is also experienced in retirement planning, investment/income analysis, retirement plan education, estate planning, and portfolio management. He enjoys the opportunity this career offers him to help strengthen and preserve clients’ wealth through goals-based financial planning.
Anthony actively supports the College Community School system and serves as a member of the Board of Directors for the Prairie Foundation. He also enjoys helping educate students through various Junior Achievement programs.
Anthony resides in Cedar Rapids, Iowa, with his wife, Liz, and their two children. Outside the office, he enjoys spending time with his family, traveling, and playing cards. He states that some of the best times are watching his two children flourish as they pursue their passions.