Meet Anthony
Anthony is a Sr. Financial Planner based in Minneapolis, Minnesota. Anthony joined Mercer Advisors in 2026, bringing seven years of wealth management experience — most recently as Founder and Financial Planner at Farmstead Financial. Before that, he served as Financial Planning Specialist at Vector Wealth Management and BerganKDV (now part of Creative Planning). Anthony earned a B.S. in finance from North Dakota State University and holds the CERTIFIED FINANCIAL PLANNER® certification and Agriculture Focused Financial Planning® designation. What motivates him most is seeing the real-world impact that financial planning can have on clients and their families.
His working style
Anthony is a calm, composed team player who serves hard, thinks deeply, and brings thoughtful solutions to complex challenges. Anthony is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence. He strives to make every client feel heard, supported, and empowered to move forward with their financial plan.
Anthony in real life
What keeps you busy outside of work?
My wife and two kids. I enjoy lake days, golfing, hunting, and spending time with family and friends.
What makes you tick?
I’m motivated by helping people make better financial decisions and seeing the impact of a well-crafted plan. I enjoy solving complex problems, finding tax-efficient strategies, and helping clients use their wealth as a tool to support their goals, families, and values.
Any words you try to live by?
Live as if you will die tomorrow; learn as if you will live forever.
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