Anthony & Stefanie Reel
CERTIFIED FINANCIAL PLANNERS™
In his free time, Anthony enjoys woodworking, gardening, hiking and skiing.
Stefanie also enjoys reading, hiking, skiing and playing volleyball.
Investment Expertise
Anthony has spent the last 10 years in the financial services industry. He has earned numerous designations and performance awards. Anthony takes a total money management approach, while specializing in money management and bonds.
Stefanie has worked in the financial services industry for more than 10 years. She assists Anthony and his clients, as well as handling the daily operations of the office.
Education & Experience – Anthony Reel
- CERTIFIED FINANCIAL PLANNER™
- Vice-President Investments
- Senior Registered Financial Consultant
- B.S. in Finance, University of Portland
Education & Experience – Stefanie Reel
- CERTIFIED FINANCIAL PLANNER™
- Senior Registered Financial Associate
- Operations Manager
- B.S. in Finance, University of Portland
Products
- Financial Planning
- Managed Money
- Stocks, ETFs, Mutual Funds
- Municipal Bonds, Corporate Bonds, Government Bonds, CD’s
- Insurance
- Managed Futures