As a CERTIFIED FINANCIAL PLANNER™ practitioner, Anthony embraces a client-first mentality which helps to ensure that the best interests of his clients are given the utmost priority. He is also an Accredited Wealth Management Advisor™, a designation which focuses on some of the more complex needs of high-net-worth individuals. Some of these needs include, but are not limited to, advanced investment strategies, estate and legacy planning, and considerations for business owners and executives.
Anthony has spent time in a variety of roles that have further refined his skillsets as a financial planner. He has previously worked for Charles Schwab & Company supporting clients with planning needs for company-sponsored retirement plans, deferred compensation plans, and Employee Stock Ownership Plans. Anthony then spent time with Fidelity Investments helping clients plan for everything else, from investment planning and education savings to more comprehensive strategies.
Originally from Fort Worth, Texas, Anthony graduated in 2010 from St. Edward’s University of Austin—earning a Bachelor of Business Administration in both Finance and Entrepreneurship. He also met his wife, Bonni, in Austin. They have two boys and currently live in the Round Rock/Georgetown area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.