Anthony takes a goals-based financial planning approach in his work with clients. Whether the client has already achieved wealth or is in the process of building it, his holistic approach to financial planning and investment management helps clients achieve clarity, course, and confidence in their financial future. Anthony has a passion for learning about his clients and the goals they have for their wealth. Anthony’s experience in financial services spans nearly 10 years and has included advisory, operations, and helping to launch numerous firms across the country.
Anthony resides near family in West Linn with his wife, 2-year-old daughter, and their 2 boxer dogs. In his free time, Anthony enjoys classic car shows, wine tasting, and woodworking.