SKIL  |  Financial Education Event | 2021

For more than 25 years, Anthony has worked with high net worth individuals and owners of closely held businesses.  He has worked with families listed in the Forbes 400 list as well as start up entrepreneurs.  He has worked alongside many of the most revered legal, tax and financial advisors in the country.  He has also been an owner - operator of a closely held family business that sold for a considerable profit where he was afforded the opportunity to put his own advice to work and enjoy the profitable results that good planning and dedicated execution produce.  Whether working with affluent patriarchs on estate planning and asset protection or with closely held businesses on business strategy, risk management and financial controls, the objectives have always been the same.  Anthony continuously strives to reduce the taxes and financial risks his clients face while increasing their financial worth and simplifying their personal and business lives.  Anthony is a CPA licensed by the Texas State Board of Public Accountancy and makes his home in Southlake, Texas.  He is also a member of the AICPA Family Office Group.