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 high-net worth investors, those nearing retirement, and retirees.
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 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, son, and daughter. When not working he loves to catch-up on quality family time, working out, or squeezing in a round of golf.