Paraplanner & Analyst
Anthony is a Paraplanner and Investment Analyst at the Bethesda, MD branch office of Legacy Financial
Group. He supports Patricia Kazumba and Larry Briskin by preparing financial plans, investment reviews,
and financial analysis. He also coordinates all the before and after client meeting activities, such as
preparation of client agendas, advisor-lead review of investment and insurance paperwork,
advisor-directed trading for all lines of business, and direct follow up with clients.
Anthony is a registered admin and holds his FINRA Series 7 and 66 licenses with Cambridge Investment
Research, Inc., a registered Broker/Dealer and Registered Investment Advisor, and his Life & Health
Insurance license with the State of Maryland. He graduated with honors from Pennsylvania College of
Technology, earning his BS in Business Administration: Banking & Finance, with a concentration in
Financial Planning. While attending, he served as President of the Student Managed Investment Fund
and helped organize his school’s first annual community-wide Financial Literacy.
During his free time, Anthony enjoys reading, hiking, camping, skiing, swimming, woodcarving, and
tinkering with small electronics. He currently resides in the Rockville/Bethesda area and is an adult
Scouter Reserve for his local Boy Scout Troop.