Anthony provides financial planning, tax, and accounting services to our clients. Anthony is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Financial Planner™ (CFP®). He also has Series 7 – General Securities Representative & Series 66 – NASAA-Uniform Combined State Law Exam licenses and is a licensed life and health insurance producer. Anthony is a Registered Representative of our broker/dealer, HD Vest Investment Services SM, Inc.. Prior to joining our team, Anthony had a successful career at a local public accounting firm where he provided tax and accounting services to a wide range of clients. Anthony is passionate about integrating tax planning strategies with our clients’ long-term financial goals and always making decisions that are in our clients’ best interest, which makes him an integral member of our financial planning team. Anthony earned his Bachelor of Science degree in Accounting from Monmouth University and is currently enrolled in the Master of Accountancy in Taxation program at Rutgers University. He is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Anthony is currently pursuing the Chartered Financial Analyst (CFA) designation. In his spare time, Anthony enjoys playing sports and spending time with his family.