Anthony is the Chief Operating Officer and founder of Discipline Wealth Solutions. As a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning™, his passion is helping financial professionals with guiding their clients through their financial journey. Continuously stressing the importance of building and maintaining relationships, he provides financial professionals with the market knowledge, technology, and resources they require to effectively meet their client needs.
With over 12 years of experience, he educates financial professionals on the principles of objectivity, independence, and client-centered wealth planning. Anthony brings a level of detail and knowledge that is invaluable to our team. His goal is to help advisors move past just being efficient or about money.
Anthony and his wife Jaclyn live in Greer, South Carolina. They have two wonderful daughters Vienna and Selena. As a Philadelphia native, Anthony enjoys rooting for Philadelphia sports teams, playing golf, and spending time with his family.
Professional Designations
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor™
Licenses
- Series 65
- South Carolina State Insurance Licenses for Life, Health, Variable Life and Annuity
Education
- Pennsylvania State University
Awards and Honors
- Voted Greenville’s Best & Brightest, Greenville Business Magazine, 20221
- Regularly featured on ETV Radio’s South Carolina Business Review
Professional Association Memberships
- Financial Planning Association
- Smartvestor Pro™ with Dave Ramsey
Personal & Community Involvement
- Knights of Columbus – Council 10819
- Greater Greer Chamber of Commerce
- HollyTree Country Club
