Wealth Consultants

Anthony Bacarella, CWS®, CFS
Tony has been with Sigma Financial Corporation since 1994 where he has held various rolls including managing the Trading and Operation divisions and is a registered principal of the firm.  In 1998 he launched the financial planning division, Case Planning, at Sigma and is currently the Director of this division where he oversees the firm’s financial planning, investment and insurance product platforms, and corporate training initiatives.  Tony is also a member of Sigma's Due Diligence Committee and is also a board member of Sigma Planning Corporation, the firm's investment advisory arm.  Along with his duties at Sigma, he continues to enjoy providing comprehensive planning, investment advice and wealth management solutions to individuals, families, and small business owners.  Prior to joining Sigma, he was a registered representative with Robert Thomas Securities, an affiliate of Raymond James Financial.  He earned a Bachelor’s of Arts degree in Management from Siena Heights University graduating with Cum Laude honors, also receiving an accreditation in Accounting.  Tony holds the Series 7, 24, 63, 65 and Life Insurance licenses, as well as the Certified Wealth Strategist (CWS) and Certified Fund Specialist (CFS) designations.  In his personal life, he enjoys spending time with his family participating in a number of outdoor activities and has been piloting general aviation aircraft as a hobby since 2008.

To visit Tony's LinkedIn page click Here.
 

Jennifer Bacarella, CWS®
Jennifer earned a Bachelors in Finance from Siena Heights University in 1996 with an Accreditation in Management.  She is the Director of Firm Development for Sigma Financial Corporation headquartered in Ann Arbor, Michigan where she has worked since 1994.  Sigma currently has approximately 700 representatives throughout the United States and is nationally recognized as a leading independent broker dealer.  In addition to her duties at Sigma, she enjoys actively working with clients as a wealth consultant helping individuals,  families, and small business owners with their planning and investing needs.  Prior to joining Sigma she was involved in personal financial planning as a representative of Robert Thomas Securities, an affiliate of Raymond James Financial.  She has been a board member at the International Association for Financial Planning, Southeast Michigan Chapter, for two years prior to the Financial Planning Association (FPA) being formed.  From 2002 through 2011 Jennifer held various board roles including President at the FPA.   Jennifer holds the Series 7, 24, 63, 65 and Life Insurance licenses as well as the Certified Wealth Strategist (CWS) designation.  During her spare time she enjoys photographing her family and documenting their adventure on their family blog as well as taking on a limited number of photography sessions for family and friends. 

To visit Jennifer's LinkedIn page click Here .