“Tax planning isn’t just about preserving wealth, it is instrumental in creating wealth when it’s done the right way.”

Anthony is a CPA with more than 35 years of experience working with business owners and high-net-worth families on complex financial, tax, and wealth planning matters. Throughout his career, he has collaborated with clients and their professional advisory teams on strategies designed to enhance long-term financial outcomes, improve after-tax cash flow, and support business and estate planning objectives.

Prior to joining Cornerstone, Anthony played a leadership role in the implementation and ongoing coordination of planning strategies for many successful business owners, including those who built companies with valuations exceeding $1 billion. He also served as a personal CFO to a family for more than twenty-one years, overseeing the financial management and deployment of nearly $100 million in assets following the sale of the business that generated the family's wealth.

At Cornerstone, Anthony focuses on supporting the firm's advisors by coordinating the clients' tax, legal, and other professional advisors to facilitate their broader financial goals.

When he’s not working, you can find Anthony spending time with his lovely wife, Julie, their three children and spouses, their six beautiful grandchildren, and their close friends. Anthony claims he truly loves the game of golf, but his handicap index (31.6) strongly suggests he loves other things more. Relevant Preparation: - KPMG, New York Life, The Heritage Organization, f2 Analytics

*Licensed but not practicing.

Not practicing on behalf of MML Investor Services, LLC or its affiliated companies.