Anthony has been with Trinity since day one, March 15, 2006, when he and Kevin Bergdorf started their business in his basement in Akron, Ohio. Anthony began his retirement plan career in the early 2000s at a large national recordkeeping firm and then moved to a local TPA, where he hit his stride helping Financial Advisors with plan design and point-of-sale presentations. Currently Anthony lives in Cuyahoga Falls with his wife and three kids where he dreams of having a dog (keeps getting outvoted 1-to-1) and enjoys spending quality time being outside with his family.
Daily, Anthony focuses on managing his Executive Team, making strategic decisions, and hiring the staff necessary to accomplish Trinity's goals. He is on a quest to unlock the secrets that help Financial Advisors win new retirement assets in today's high-pressure marketplace. He also strives for an office culture that is intellectually, socially, and emotionally stimulating for his Employees, which he believes will help position the firm to be indispensable to Financial Advisors.
