Experience & Expertise
Anthony is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ within the firm’s Private Client Group. He joined Greenspring after advising high-net-worth individuals for several years on various retirement, income tax planning, estate, and investment management-related strategies at another financial institution. Anthony focuses on helping individuals and families best plan for their financial goals in an organized manner that is easy to understand. Specifically, he specializes in helping clients transition into retirement with a focus on managing cash flow in a tax-efficient manner. Anthony is also a member of the firm’s financial planning committee.
Get Better Acquainted with Anthony
Favorite Thing About Working With Clients
“Seeing clients achieve their financial goals and helping them find opportunities to better position themselves and their families for the future.”
My Philosophy On Client Service
“Be a responsive, supportive listener first; and a knowledgeable, passionate teacher second.”