While pursuing his bachelor’s degree at Central Michigan University, Anthony developed an interest in personal financial planning and the role it can play in helping individuals make informed decisions about their finances. He graduated Magna Cum Laude from Central Michigan University with a Bachelor of Science in Business Administration with a focus in Personal Financial Planning and joined Great Lakes Wealth Advisors as a licensed assistant.
Anthony enjoys working with clients and supporting the team in providing a positive client experience. He is passionate about financial literacy and looks forward to continuing to grow his knowledge and experience in the financial planning profession. He has passed the FINRA SIE and Series 7 examinations and plans to complete the Series 66 in the near future. He also plans to sit for the CFP® examination again as he works toward becoming a CERTIFIED FINANCIAL PLANNER® professional.
PROFESSIONAL EXPERIENCE
Anthony joined Great Lakes Wealth Advisors as a licensed assistant after graduating from Central Michigan University. In his role, he assists with client operations, marketing, and day-to-day responsibilities that help support the firm and its clients.
EDUCATION
Anthony graduated Magna Cum Laude from Central Michigan University with a Bachelor of Science in Business Administration with a focus in Personal Financial Planning. He holds the FINRA SIE and Series 7 securities registrations and plans to pursue the Series 66 and CFP® certification.
MORE ABOUT ANTHONY
Anthony was born and raised in Escanaba and has lived in the area his entire life. He enjoys spending time with his family and 4 dogs, who also live in Escanaba, as well as being outdoors. In his free time, he enjoys fishing, spending time on his boat, and making the most of the warmer months in the Upper Peninsula.