Anthony’s goal is to offer sound financial planning at every stage of life. He leverages Raymond James strategies, business coaching methodologies, and two decades of investing experience to help investors define goals and develop solutions specifically tailored to suit their individual needs. Anthony’s customized plans and professional guidance can help you simplify the complex and achieve financial confidence.

Anthony combines his professional history with a background in accounting and business coaching to guide clients on their path to success. He is a certified Michael Port, Book Yourself Solid Coach, who was coached directly by Michael Port. In a “former life,” he spent nearly two decades in high-risk offshore diving for the oil and gas industries. 

In his free time, Anthony enjoys traveling, skiing, reading, and anything that involves spending time in the outdoors with his wife and daughter.

Licenses: Series 7; Series 66; Colorado Life, Accident, and Health; Variable Products: Life Insurance, Variable Annuities, and Long-Term Care