The emotions behind finances can run deep. Anthony recognizes that his clients’ feelings, values and priorities determine how they arrive at their financial goals and define the true measure of their wealth. His empathy and acumen for helping clients navigate the emotional and technical aspects of financial planning explain why Anthony’s long-term client relationships often evolve from advisor to friend. It’s why he sometimes sees himself as an “honorary psychologist” and why his clients see him as a life coach, who also happens to be an outstanding steward of their finances.
When not working, Anthony enjoys spending time outdoors and escaping to his family’s treasured Door County, Wisconsin.
Juris Doctor, Master of Business Administration – DePaul University
Bachelor of Science in accounting – University of Illinois at Urbana-Champaign
United Way of Lake County – chairman of Investment Committee
United Way of Lake County – board member