Anthony Bird

President & CEO, CEPA, CPA

I joined the retail financial services industry over 30 years ago when I left my position as an accountant with Pete Marwick. I first went to work with New York Life where I managed my own practice and eventually had my wife, Julie, join me in the practice who has been the main advisor since 1994. From there, I joined management at New York Life before joining another firm in Dallas that specialized in estate tax planning for the ultra-high net worth where I had the opportunity to meet with some of the most influential people in America at the time.

I have lived in the Dallas-Fort Worth Metroplex for most of my life and attended L.D. Bell High School before graduating from UT Arlington with an accounting degree. I have a passion for helping people and I love to teach and mentor people. When I am not at the office, I enjoy traveling, spending time with family, cooking, and golfing.

Phone 817-488-0660
Fax 817-488-3223