Anthony Carsel

Client Service Advisor

Anthony is an Ohio University graduate who has spent the beginning of his professional career in the construction industry.  In his first 4 years, he has developed a diverse skill set that we see fit for the financial industry and our firm.  He is passionate about building relationships and helping people achieve their financial goals.

As a Client Service Advisor, he will be responsible for developing comprehensive plans, researching company asset holdings, and developing his existing skills to work with the firm along the way.

Anthony is very excited about coming on board and his future here with us.  It is his priority to continue to carry out our vision of superior client development and excellence.

Phone 216-573-3788