Financial Advisor

How do you like to spend your time outside of work?

Currently, the majority of my time is spent enjoying the activities that our kids are involved in. I am either driving to practices and rehearsals, spending time volunteering or as a spectator to any one of their activities, depending on the season. They include Marching Band, Symphonic Band, Drumline, Theatre, Choir, Volleyball, or Basketball. It is truly enjoyable and exhausting at the same time!

What destination is at the top of your travel wish list?

I am looking forward to planning a trip to Hawaii.

What sporting event do you never miss?

Watching The Game! A very close friend has hosted the event for many years and it has turned into a fun filled day. Shared with many familiar faces as well as new people each year. Plenty of food, beverages, Buckeye Battle Cry and Carmen Ohio!

After moving to Cincinnati as a child, Anthony grew up playing football and wrestling in Loveland. Upon graduating from Loveland High School, he attended Northern Kentucky University to pursue a degree in education. After ten years of teaching and completing his master’s degree at the University of Cincinnati, Anthony left the field of education to become a financial planner in 2011.

Anthony spent the first three years at New York Life Insurance Company learning, and becoming licensed in Life and Health, as well as securities licensed. He quickly ascended and completed their management training program only to be recruited by MassMutual, joining their team, and building upon a strong foundation of professionals. A partnership opportunity emerged in 2020 for Anthony to become an owner of Cartridge Brewing. After four years of planning, building, and developing the company, it was purchased by a larger brewery from Cleveland. Anthony is very excited to now find his way back to being a financial professional helping people with their personal and professional needs so they may reach their financial goals successfully!

Anthony and his wife Danielle reside in South Lebanon, Ohio and have three children currently in the Kings Local School District. Trey (15), Lyla (13), and Gianna (8) keep them very busy with various activities such as marching band, drumline, jazz band, choir, theatre, basketball, softball, and cheerleading. When they do have downtime, they enjoy spending it at the lake or on a beach, hiking, spending time with family and friends, and attending concerts and sporting events!

Anthony holds an Accredited Investment Fiduciary® (AIF®) designation, as well as the Certified Plan Fiduciary Advisor® (CPFA®) designation.

Check the background of this investment professional on FINRA’s BrokerCheck.