What happens when a #fintech veteran trades the vendor booth for the financial advisor’s side of the aisle?
At the 2025 Wealth Management EDGE conference, Money Chronicles hosts Johnny Sandquist and Torie Happe chatted under the palm trees with Anthony Stich, the CMO of Moran Wealth Management, to talk about his leap from the tech side of the industry to the RIA world, and the personal experiences that fueled his career.
From a childhood “money moment” shaped by his father’s job loss to a major home renovation that taught him the value of planning for contingencies, Anthony shares the human side of his professional journey.
Along the way, he explains why family, faith, and an AI named Chad are the three things that give him his edge.
