My Bio

Anthony holds a Bachelor of Science degree from Springfield College. Most recently, he earned his ChFC and CASL designation. Anthony’s industry affiliations include being president of the Central Massachusetts Society of Financial Services Professionals, the president of the Montachusett Estate and Retirement Planning Council and a member of the Worcester Estate and Business Planning Council.

His skills as a communicator make him a frequently requested speaker throughout the country in the areas of Business Succession Planning, Advanced Retirement & Estate Planning and Long Term Care Insurance. Anthony makes his home in Massachusetts with his wife Kathy and their three children.

 One of Anthony’s strongest assets is his ability to quickly transform even the most complex financial matters into concepts that are easily understood by his clients. A diverse portfolio of solutions including life insurance, disability income insurance and annuity planning products allow him to implement a strategy as unique as your needs.

With over 19 years of experience in the financial services industry, his commitment to being at the very top of his field has elevated him to a number of management positions. The warmth and the proficiency with which Anthony operates his business, are traits his clients have come to appreciate throughout the years.