As a CERTIFIED FINANCIAL PLANNER™, Anthony brings to the table his specialized knowledge in comprehensive investment planning which includes the areas of estate, retirement, tax, insurance, and education. Additionally, he focuses on clients nearing retirement, retirees, as well as high-net worth investors.
Anthony understands that no two clients are alike and works diligently to help them pursue their short- and long-term financial goals through strategy-based advice with a ‘no pressure’ approach. He takes pride in being completely transparent to ensure that his clients fully understand the fees, investments, and financial plan.
Prior to co-founding Valor Capital Partners, Anthony worked as a CERTIFIED FINANCIAL PLANNER™ for two years with Atlas Wealth Management and five years with Edward Jones. Anthony received his bachelor’s degree from Lewis University, completed the Financial Planning Certificate Program through Bryant University, and maintains his CFP® status with the Certified Financial Planning Board.
Anthony resides in a southwest suburb of Chicago with his wife and son. He volunteers his time as a Special Olympics referee with a local special recreation agency. Last year, he gave back to his alma mater by volunteering as the Strength and Conditioning Coach for the Lewis University Golf Program. He is a member of Idlewild Country Club, loves family time and good meal.