Anthony became licensed to sell securities in 2011, and joined Waddell & Reed in January of 2016. Prior to joining Waddell & Reed, Anthony worked as a Financial Advisor at both Wells Fargo Advisors, LLC and Merrill Lynch.
Anthony focuses on families with complex estate planning and wealth transfer strategies. Should you be gifting? Do you need a trust? Do you need a Special Needs Trust? When should you file for Social Security? Could you benefit from Aid and Attendance program in the VA? Which Medicare Plan is right for you and how could it impact your retirement? These are just a few of the questions Anthony can help you to understand the answers to. Anthony has the compassion to understand and meet his clients where they are and takes pride in helping them to navigate through the unique situations that each of his clients have.
Anthony has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation, Chartered Retirement Plans Specialist℠ (CRPS®) designation and Accredited Wealth Management Advisorsm (AWMA@).
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 Waddell & Reed).
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. Both Anthony and Carmen enjoy spending time with their eleven children as well as the Rocky Mountains and the outdoors.