In this issue, Jeff shares meaningful adjustments you can make 10 to 15 years ahead of retirement, Sallie notes considerations when leaving assets to grandchildren, and John details advantages to publicly traded equities that make them a powerful force in accumulating wealth.
Category: News
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Townsend Retirement & Investment Advisors Names Anthony Schembri, CPA, as Senior Vice President & Chief Operating Officer
Three Decades of Wealth Management Operations Experience Brings New Depth to Townsend’s Leadership Team
WESTMINSTER, CO – Townsend Retirement & Investment Advisors is pleased to announce that Anthony Schembri, CPA, has joined the firm as Senior Vice President & Chief Operating Officer.
Schembri brings more than three decades of leadership experience in wealth management, investment operations, and financial services. Throughout his career, he has helped financial organizations scale efficiently, modernize operational platforms, strengthen client service delivery, and navigate complex regulatory environments.
In his new role, Schembri will oversee firm operations, technology initiatives, process improvement, and strategic growth efforts to ensure Townsend continues to deliver the high-touch, personalized experience its clients value.
Prior to joining Townsend, Schembri served as Senior Vice President and Director of Investment Operations for Clarfeld Citizens Private Wealth, where he led major operational transformation initiatives, including a successful $1 billion-plus platform conversion completed with no disruption to clients. He also played a key role in onboarding more than $10 billion in assets while building scalable systems to support continued growth. Earlier in his career, he was a Partner and Director of Investment Operations at Clarfeld Financial Advisors, where he helped establish the operational platform that contributed to the firm’s long-term success and eventual acquisition.
“Anthony’s experience aligns perfectly with where Townsend is headed,” said Jeff Townsend, CRPC®, Founder. “He has a proven track record of building strong operational foundations while keeping the client experience at the center of every decision. We are excited to welcome him to our leadership team.”
“What sets Anthony apart is his ability to manage complex organizations and lead large-scale transformations without losing sight of the client,” said Shawn Kelly, CRPC®, President. “His financial acumen and operational depth give us a level of infrastructure capability we haven’t had before, and that will directly benefit our clients as we grow.”
“I am honored to join Townsend Retirement & Investment Advisors as Senior Vice President and Chief Operating Officer,” said Schembri. “From my earliest conversations with Jeff, Shawn, and the broader team, it was evident that the firm is deeply committed to putting clients first and operating with integrity. I am excited to contribute to that mission and to support the firm’s continued growth and evolution. I appreciate the warm welcome and look forward to what we will accomplish together.”
Schembri is a Certified Public Accountant and holds a Bachelor of Science in Accountancy from Villanova University. He has served on both the TD Ameritrade Institutional Advisory Board and the Charles Schwab Institutional Operations Advisory Board, and was recognized as a Forty Under Forty honoree by the Business Council of Westchester.
Founded in 1990, Townsend Retirement & Investment Advisors is an independent wealth management firm dedicated to helping individuals, families, and businesses navigate important financial decisions. The firm provides comprehensive retirement planning, investment management, and wealth advisory services through a personalized, fiduciary approach.
About Townsend Retirement & Investment Advisors
Townsend Retirement & Investment Advisors is an independent fiduciary advisory firm headquartered in Westminster, Colorado. Since 1990, the firm has provided retirement planning, investment management, and wealth advisory services designed to help clients make informed financial decisions with confidence and greater understanding.
Media Contact: Savanna Brown, Events & Communication Manager – Townsend Retirement & Investment Advisors
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Spring 2026 Newsletter
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Summer 2025 Newsletter
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Tax Rates 2025
2025 Annual Limits Relating To Financial Planning
This information has been compiled by the faculty of the College for Financial Planning. It shows the amortization schedules, deductions, premiums and contribution limits for taxable accounts for 2025.
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Spring 2025 Newsletter
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