TREK FINANCIAL - Key Persons
Anthony is a graduate of the University of Akron with a Bachelor's degree in Business/Finance and holds his Series 65 license. Anthony is involved with a number of responsibilities including; client consultations, preparation of financial plans, performance reporting, draw-down analysis, portfolio comparisons, and asset tracking.
Job Titles:
- Certified Public Accountant
- PFS / Financial Advisor
Eric is a Certified Public Accountant and Personal Financial Specialist who has focused on tax preparation, tax reduction strategies, personal financial planning and investment management for individuals and institutions. His experience is vast spanning over 30 years. He is also a member of the American Institute of Certified Public Accountants. Eric's motto is, "Always do what is best for my clients."
Melissa is instrumental with respect to client interaction, new account paperwork, asset transfers and client support. Melissa is a graduate of the The Ohio State University.