Anita Kontilis

Anita works with Daniel in assisting with client services. Anita supports our clients and advisors by working with our account custodians in establishing new accounts, coordinating account transfers, and keeping client’s account records current. As a Registered Assistant, Anita holds her FINRA Series 7 and 63 licenses, as well as Texas Life and Health. Anita is a graduate of Vanderbilt University with degrees in Economics and Math. Prior to entering the financial services industry, Anita was a jr. high teacher and active parent volunteer. She and her husband, Jim, are the proud parents of four children: Karis, Nikolas, Lukas, and Thomas. In her free time, she enjoys trying out new recipes as well as planning game nights with family and friends.