Joseph A. Anderson
Financial Services Professional
Joseph Anderson is a dedicated Financial Advisor at Anderson Financial Solutions, where he utilizes his extensive expertise to guide clients toward achieving their financial goals. He holds a Master of Business Administration with a focus on finance from Trident University, where he graduated Magna Cum Laude. Joseph also earned his undergraduate degree from the University of Pittsburgh at Johnstown.
Prior to his career in financial strategies, Joseph served six years in the United States Air Force, gaining invaluable skills in leadership and discipline. Following his military service, he spent five years at Concurrent Technologies Corporation (CTC) as a Project Manager, where he developed his ability to manage complex projects and drive successful outcomes.
Since joining New York Life in 2016, Joseph has excelled as an upper council* agent, earning the prestigious Chairman’s Council ranking, which places him in the top 3% of 17,000 agents nationwide. His dedication and exceptional performance were recognized in 2019 when he was named the New Org Agent of the Year. Joseph was recently named to the Forbes Top Financial Security Professionals* for Pennsylvania in 2024 and 2025.
With his diverse background and commitment to client success, Joseph Anderson continues to make a meaningful impact in the financial planning industry, helping individuals and families navigate their financial futures with confidence
*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.
**Source: Forbes.com(July, 2025). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Tony Dipaola
Financial Services professional
Tony DiPaola of Anderson Financial Solutions is a Financial Services Professional with NYLIFE Securities LLC and a Financial Professional with New York Life where he is dedicated to helping individuals, families, and businesses build and protect their financial futures. He works closely with clients to develop personalized strategies that align with their goals for retirement, wealth strategies, and financial security.
Tony is a proud graduate of Penn State University’s Smeal College of Business, where he earned his degree in Finance in the spring of 2025. His academic foundation in finance, combined with his passion for guiding others toward financial confidence, equips him to deliver thoughtful, client-centered solutions.
Whether you are preparing for retirement, protecting your family, or growing your wealth, Tony provides trusted guidance and support every step of the way.
tony@andersonfinancialllc.com
Olivia Bragdon
Marketing Director
Olivia Bragdon is the Marketing Director at Anderson Financial Solutions, where she leads strategic initiatives to enhance the company’s brand visibility and engage clients effectively. With over 20 years of experience in the marketing and public relations industry, Olivia combines her expertise in communications and strategic planning to drive business growth.
She earned her bachelor’s degree in Communications/Public Relations from the University of Pittsburgh, and since then, she has built a successful career in helping businesses navigate complex marketing challenges. Olivia is passionate about creating impactful narratives and developing campaigns that resonate with audiences across various platforms.
olivia@andersonfinancialLLC.com