Anthony has been a financial advisor since 2003. Prior to working as a financial advisor, he was an Electrical Engineer and graduated Magna Cum Laude from the State University of New York College at Buffalo.
After 15 years in engineering, Anthony turned his passion for investing into engineering financial solutions for his clients. He takes a comprehensive life-planning approach, guiding clients through the many complicated financial challenges throughout life. He looks beyond a client’s investments to offer advice and guidance about, retirement, estate planning, insurance, education planning and more.
Anthony is actively involved in community service and has served since 2005 on the Buffalo Chapter of the American Education Foundation (AMEDF).
Anthony lives in Amherst NY and enjoys family time with his wife, Jennifer and children, Nicholas and Ava. He enjoys Golf, Bowling, riding his Harley and especially time helping his son with Boy Scouts.
Mark Beardi is a financial advisor with SY Associates Clear Focus. As a CERTIFIED FINANCIAL PLANNER™ certificant, he helps clients to develop comprehensive financial plans focused on the achievement of clearly defined goals and objectives. He has expertise in retirement and college planning, investment advisory strategies and insurance implementation.
Mark operates under the fiduciary standard in his role as an investment advisor and financial planner. Mark received his Bachelor of Science degree in Applied Economics and Business Management from Cornell University in 1994 and he earned an MBA in Finance from the Wharton School of the University of Pennsylvania in 2001.
After completing the education requirements through the American College of Financial Services and passing the CFP® examination, Mark became a CERTIFIED FINANCIAL PLANNER™ professional in April of 2018.
Kelly is a Registered Sales Assistant with The Investment Center, Inc. She was born and raised in North Tonawanda, NY and currently resides in Amherst, NY. Kelly obtained her BA in Business Administration with a minor in Financial Analysis from the University at Buffalo (UB) in the Fall of 2015.
Kelly’s professional background began in the financial services industry in 2016 as a sales assistant at SY Associates. Prior to her financial experience, Kelly maintained 7 years of retail, food, and customer service positions.
Kelly hopes to continue to gain the experience and expertise she needs to further her career with The Investment Center, Inc. She wishes to use her Registered Sales Assistant position to help current and future clients, and their families, to better meet their financial needs with her assistance.
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