Anthony & Stefanie Reel

CERTIFIED FINANCIAL PLANNERS™


Anthony Reel

Vice-President Investments, Certified Financial Planner, Investment Advisor Representative, Senior Registered Financial Consultant


Stefanie Reel

Assistant to Anthony Reel, Certified Financial Planner, Manager of Operations & Compliance, Principal


Anthony has spent more than 20 years in the financial services industry and has earned numerous designations including Certified Financial Planner®. Anthony takes a total money management approach, while specializing in money management and bonds.

Stefanie has also worked in the financial services industry for more than 20 years. She assists Anthony and his clients, as well as acting as the Manager of Operations & Compliance for Liberty Capital.

Anthony and Stefanie have two daughters, Khaya and Asa, that keep them busy. In his free time Anthony enjoys mountain climbing, camping, woodworking, gardening, hiking, snowboarding and golfing. Stefanie enjoys playing volleyball, skiing, camping, golfing and hiking.

Education & Experience – Anthony Reel

We examine what organizations are doing to stay relevant and competitive in this fast-paced world, and which ones are doing it best. We then strategize using smart tools and global resources in order to understand the implications of every choice our clients can make. Get in touch to learn more about how this service can help you.

Education & Experience – Stefanie Reel

  • CERTIFIED FINANCIAL PLANNER™

  • Senior Registered Financial Associate

  • Manager of Operations & Compliance

  • 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