Westminster wealth advisory firm adds veteran operations leader

A Westminster-based financial advisory firm has named a new chief operating officer, a leadership move that matters locally because Townsend Retirement & Investment Advisors serves individuals, families and businesses from its Jefferson County-area base and is positioning itself for continued growth. The company said Anthony Schembri brings more than 30 years of experience in wealth management and financial operations, giving the firm added leadership as it expands client service and internal systems.

Why this is relevant to businesses in Jefferson County:

  • The firm is headquartered in Westminster, one of the communities tied to the broader Jefferson County business market, making this a local professional-services leadership update.
  • Townsend said Schembri will oversee operations, technology initiatives, process improvement and growth efforts, which signals potential expansion and stronger infrastructure at a regional financial advisory business.
  • The company works with businesses as well as individual clients, so leadership changes at the firm could affect service capacity and business relationships in the local market.

Source: Press Release

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