Insuring Against Adversity • Investing for Opportunity
Planning for Both
Established in 1992, Anthony is an industry expert with a practice specializing in the development of financial strategies for medical and business professionals and their families. Following an introduction, Anthony assists his clients in clearly identifying their individual financial goals and, upon analyzing their current financial position, creates a customized financial strategy to recommend. Once put in place, Anthony sets specific dates to review and update your strategy.
Anthony has worked closely with over 500 physicians, dentists, pharmacists and business professionals in the areas of:
- College Education Funding Strategies
- Retirement Strategies
- Cash Flow Management
- Own Occupation Disability Insurance
- Individual Life Insurance
- Tax Minimizing Strategies*
- Basic Employee Benefit Review for Medical Professionals*
- Asset Protection Strategies*
- Estate Planning*
- Long Term Care
- Investment Advisory Services
- Employee Benefit Analysis & Coordination*
Located in Iowa City, IA, Anthony is a frequent speaker to student and resident physician groups at the Carver College of Medicine, The University of Iowa Hospitals & Clinics, Des Moines Methodist Hospital, University of Colorado-Denver and the University of Pittsburgh Medical Center. Anthony takes great pride in helping to educate medical professionals of the increasing financial issues pertinent to their careers in today’s marketplace. He is also a sought after resource to many institutions and businesses throughout the Midwest regarding protection, accumulation and distribution strategies.
Anthony is securities registered in 32 states and has committed his practice to maintaining close relationships with his clients located in Iowa and across the country. Client Service Specialist Jill Daly and Marketing Coordinator Stephan Sabo assist in preserving continuation of service. For over 20 years, Anthony’s philosophy has centered on working with a select number of medical professionals per year, focusing on a commitment to success through personalized recommendations from a trusted resource.
Anthony is a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.
Within his community, Anthony is a Charter Member and past President of the Coralville-North Corridor Rotary Club, was Treasurer of the Heritage Christian School in North Liberty, past NAIFA - Iowa State Legislative Chair (National Association of Insurance and Financial Advisors) and current NAIFA – Iowa Regional Trustee. As a graduate of the University of Iowa, Anthony is a devoted Hawkeye fan and enjoys hunting, fishing and snow and water skiing in his free time.
He resides in North Liberty with wife, Kimberly and their three children.
Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1523083 / 06-2016
Anthony’s Support Team
Title: Client Services Specialist
Phone: 319.351.4307 x4328
Title: Marketing Coordinator
Phone: 319.351.4307 x4322
Iowa CityPaul Helen Building
209 E Washington Street, Suite 300
Iowa City, IA 52240