Before becoming a financial advisor, Anthony worked as a Senior Internal Wholesaler, partnering with thousands of financial advisors across the country. That experience gave him a firsthand look at how experienced advisors approach investment management, retirement planning, client relationships, and the ongoing decisions that come with building and preserving wealth.
Anthony’s approach is educational, personal, and relationship-focused. He believes clients should understand not only what they are doing with their money, but why. Rather than using a one-size-fits-all approach, he focuses on building strategies around each client’s goals, circumstances, and priorities.
He especially enjoys helping young professionals and families build a strong financial foundation, as well as working with business owners and established investors navigating increasingly complex financial decisions.
Growing up as the youngest of seven children in a single-income household, Anthony learned early the importance of saving, living within your means, and being intentional with money. Those lessons ultimately helped shape his interest in investing and financial planning.
Outside of the office, Anthony and his wife, Meghan, live in Des Moines and are always working on a new project in their 100-year-old home. He enjoys playing electric guitar, lifting, running, hiking, and cheering on the Green Bay Packers.
