Anthony Trindade grew up in Milwaukee, Wisconsin and holds a Bachelor of Science in Finance and Economics from Grand Canyon University. He is a Registered Investment Advisor Representative, licensed with the FINRA Series 65 and a Life Insurance License, and also holds a certificate in gemology and diamonds. Anthony brings years of experience supporting advisory teams and serving clients through investment management, account management, and comprehensive client service.

Anthony is passionate about helping clients feel confident, comfortable, and well-informed—particularly as they prepare for and transition into and through retirement. Specializing in operations, he takes a collaborative, service-driven approach, emphasizing clear communication and thoughtful planning so clients can feel secure knowing their long-term financial goals are on track.

Outside of work, he and his wife enjoy taking their cat, Daniel, on hikes and exploring the outdoors together. Anthony enjoys kayaking, cooking, spending time in nature, and following Formula One racing.