Savvy Ladies Volunteers
Volunteer’s Bio
Anthony is a Wealth Advisor at Financial Foundations. Anthony joined the firm with a background in insurance and vast experience in customer service, building relationships, and helping families. He values and appreciates the opportunity to assist clients in pursuing their life and financial goals.
Before joining Financial Foundations, Anthony coached intercollegiate football for more than a decade and has more than seven years of financial services industry experience.
Anthony lives in Jefferson with his wife, Kristin; three daughters, Emily, Grace, and Holly; and dog Jethro. Outside of work he enjoys watching sports, traveling, attending concerts, and spending time with his family.
What do you like most about being part of Financial Foundations?
At Financial Foundations, we have a team-first mentality; collaboration is not just encouraged but celebrated. Each person brings unique experiences and abilities, which contribute to our deep and diverse professional knowledge base.
Where does your story begin?
I’m originally from Long Island, New York. After attending undergraduate school at Denison University in Granville, Ohio, and then graduate school at Indiana State University in Terre Haute, Indiana, I moved to Massachusetts to be with my now wife, Kristin.
What are some interesting facts about you?
I’ve jumped out of a plane, I worked on a 9/11 cleanup crew, and I’m fluent in Spanish.
Education
• Denison University – Bachelor of Arts, Physical Education
• Indiana State University, Bachelor of Science, Recreation and Sport Management
Financial Certifications
• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
• FINRA Series 6, 7, 63, 65 Securities Registrations
• Producer Life and Health Insurance Licenses
• Accredited Investment Fiduciary® (AIF®)
Areas of Expertise (as specified by volunteer)
Budgeting;Debt Management;Family Finances;Health and Money;Investing;Marriage and Money;Retirement;Wealth Management