Anthony has a rich background filled with customer service, building relationships, and helping families. He values and appreciates each opportunity to assist clients in achieving their unique financial goals. As a paraplanner, Anthony enjoys working alongside the advisors on the development and implementation of clients’ financial plans and is a main point of contact for clients.
Prior to joining Financial Foundations, Anthony coached intercollegiate football for over a decade. He also has experience working for an insurance firm in Worcester and for New York Life. Anthony has a BA from Denison University and an MS from Indiana State University. Anthony holds the FINRA Series 6 and 7 securities registration, along with life and health insurance licenses.
Anthony lives in Worcester with his wife, Kristin; two daughters, Emily and Grace; and dog, Jethro. Outside of work, he enjoys sports, traveling, and spending time with his family.
Anthony can be reached at email@example.com or 508.620.1000 x121.