Anthony graduated from Loras College with a bachelor’s degrees in finance and economics. Since 2020, he has worked in the financial services industry. His past experiences and education allow him to help serve our clients through back-office functions and assist in the preparation of financial plans.
He holds the FINRA series 7 and 66 licenses, as well as the Illinois Life and Health Insurance license. During his undergraduate studies, Anthony completed coursework that enabled him to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification in 2021.