Anthony is a Financial Advisor and Director of Retirement Plan Services at Cornerstone Planning Group, advising business owners and plan sponsors on retirement plan strategy while also working with individuals and families on comprehensive financial planning and investment management. He is frequently relied on for optimizing retirement plan design and delivering disciplined, clear financial guidance across every stage of life.

He takes the time to listen, ask thoughtful questions, and translate complex financial concepts into strategies clients can understand and trust. While getting the strategy right is important, Anthony cares most that clients feel confident in their plan and clearly understand the reasoning behind every recommendation.

Motivated by helping people navigate decisions that truly matter, Anthony finds purpose in bringing clarity and calm to what can often feel like an intimidating process. The most meaningful part of his work is building long-term relationships and serving as a trusted resource through life’s transitions – from planning for retirement to managing growth and answering tough questions along the way.

Beyond work, Anthony enjoys spending time with his wife, Mary Beth, whether traveling or sharing dinners, and staying active with golf and pickleball.