Anthony is the self proclaimed closet nerd of RTI Wealth Management. You will often hear him say that his mind is filled with useless information until it is no longer useless. He has a passion to learn lots of information. He is the currently the President of RTI Wealth Management and serves as a Wealth Advisor.
Anthony became licensed to sell securities in 2011 and has a multifaceted background from which to draw upon. He has an extensive business background from working with start-ups to multi-national companies. Additionally, he is an active member of his community volunteering in projects locally, regionally and internationally. He has served on many boards and organizations including the American Red Cross and United Way.
Anthony’s focus is on the individual or business and he has been described as being very patient to really understand his clients and where they are. Anthony often points out that his focus is on what the people he serves value verses the value of their things. He enjoys taking a multidisciplinary approach and bringing multiple professionals together to address the complexities of the clients they serve. Anthony mainly works with families with complex estate planning and wealth transfer strategies. He quickly becomes that uncle or cousin that his clients did not know he had.
Anthony continues to develop himself professionally and has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation and Chartered Retirement Plans Specialist℠ (CRPS®) designation and the Accredited Wealth Management Advisor designation (AWMA®) and is currently working on his Certified Medicaid Planner designation.
Anthony completed his undergraduate degree at Chadron State College in the panhandle of Nebraska (go Huskers) and attended law school at both the University of South Dakota School of Law and the University of Wyoming School of Law. (Anthony does not provide legal or tax advice in his current role at LPL).
Anthony and his wife Carmen live in Loveland and maintain a passion for family and serving their community. It is not uncommon to see them volunteering as a family at community events or international projects in places like Tanzania or Mexico. With eleven children and nine grandchildren (so far), Anthony and Carmen enjoy spending time with family and appreciate the importance of family.