Owner / President
Anthony has an MBA from Carnegie Mellon University, and a PhD in accounting from the University of Pittsburgh. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP). In his 45 plus years of business experience, he has done tax and investment work for one of the wealthiest families in the nation, conducted audits for Congress with the GAO, served as the chair of the accounting department of a state university, and owned his own accounting business for over 40 years. During his career, Anthony has also earned the designations of Certified Management Accountant (CMA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Financial Manager (CFM), and Personal Financial Specialist (PFS). He also held Series 7 and Series 63 licenses, as well as ones for insurance and options.