Anthony focuses on investment, insurance, retirement, and financial planning. Anthony has been helping clients achieve their financial goals since 2011.
Anthony worked at AIG Retirement Services before joining Isabella Bank in 2019. He earned his Bachelor of Science in Finance from Central Michigan University. He holds his Series 7 and Series 66 securities licenses. In addition, Anthony holds the Life and Health Insurance licenses.
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: *Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Isabella Investment Services and are not insured by any bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Isabella Investment Services, Isabella Wealth and Isabella Bank are separately owned and operated and not independently registered as broker dealers or investment advisers.
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