We help you deliver an outstanding client experience by providing best-in-class
business processing, technology, marketing, education, and case design support services.
Break free from your restrictive broker-dealer relationship and take your financial services practice to the next level by partnering with Libre Advisor Network.
We have a reputation for helping financial professionals like you switch to an independent model to help you grow your business, streamline your operations, and deliver first-class service to your clients.
Tired of production requirements? Want to own what you've built? Need a flexible succession strategy?
Let us help you grow your practice today!
Schedule a confidential call to find out how we can help you build the practice you've always dreamed of.
Meet Your Team
From case design and business processing to marketing and technology, we have you covered.
CEO, Financial Planner,
OSJ, and Founder
Anthony has been a financial planner for over 30 years and spent the last 20+ years focused on helping retirees during the distribution phase. After successfully transitioning Bartlett Wealth Management to an independent firm in 2017, he has helped other financial professionals do the same. In 2023, he and Andrew started Libre Advisor Network to help more financial professionals take control of their destinies.
Anthony is frequently asked to present throughout the country on Business Succession Strategies, Advanced Retirement and Estate Conservation Strategies, and Long Term Care Insurance. He has also conducted seminars for financial planners on Retirement Distribution Strategies for their clients and presented to groups on the various strategies for Social Security income.
Director of HR and
Licensing & Registration
Kathy has over two decades of experience helping financial professionals stay focused on their clients by handling securities and insurance licensing, company appointments, event planning, marketing collateral, and office infrastructure management.
Trade Specialist &
Senior Project Manager
Dylan has over a decade of experience helping growing companies with project management, training, and IT support services. After working at Tesla, he joined Anthony in 2017 to help him transition his practice and clients to an independent model, including planning and executing the move to a paperless office.
As part of our Premier Transition Team, Dylan has helped financial professionals transition over 3,000 client accounts. He specializes in training and supporting financial professionals through transitions and beyond and is our Trade Desk Specialist.
Director of Business Processing
For over 30 years, Shelly has successfully helped financial advisors and planners process and service clients’ accounts. She has vast experience processing business with numerous insurance and annuity carriers, mutual fund companies, and qualified retirement plan providers.
As part of our Premier Transition Team, Shelly has helped transition thousands of client accounts and is committed to ensuring a smooth transition of client accounts for advisors and groups joining Libre Advisor Network.
Chief Operating Officer
Andrew has helped business owners, start-ups, SMBs, and Fortune 500 companies with operations, marketing, compliance, business strategy, technology, and IT security over the last two decades.
After joining Bartlett Wealth Management in 2022, Anthony and Andrew co-founded Libre Advisor Network to leverage their and the team's expertise to help more financial professionals build the practice they've always wanted.
Ready to build the practice you've always wanted?
Schedule a confidential call to discuss your needs and find out how we can help you succeed.