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Collica Group
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Collica Group
  • Home
  • About
    • Our Team
    • Our Affiliations
    • Our Locations
    • Our Services
  • Client Account Access
  • Newsletter
  • Videos
  • Events
  • Contact

Meet the Team

ANTHONY COLLICA, CFP®️, CHFC®️

Executive Director of Wealth Management

anthony@collicagroup.com

(248) 933-9030


With nearly two decades serving as a financial advisor, Anthony is committed to offering comprehensive wealth management solutions and is dedicated to the highest standards of client service.  His practice is built upon always putting clients' interests first and serving as a fiduciary to help clients achieve their goals.

Anthony’s clients are high net worth families, individuals, business owners and retirees that want to benefit from goal-oriented financial planning. His aim is to serve as every client's personal Chief Financial Officer, doing all the construction and heavy lifting for them so they can focus on what matters most.  

Anthony has a national practice serving clients in many states.  Born and raised in Southeast Michigan, he maintains an office in the Metro-Detroit area along with Southeast Florida where he maintains his primary residence. He enjoys boating, golfing and pickleball and stays involved with the community through church and several different charities.

Ashley Brunner

Client Concierge & Marketing Director

ashley@collicagroup.com


As our Client Concierge & Marketing Director, Ashley brings both global perspective and local expertise to our Florida practice. Originally from Costa Rica and holding a Bachelor's in Graphic Design and Master's in Science of Marketing from Florida International University's Business School, she combines creative insight with strategic thinking to enhance our client experience.


Her extensive background in marketing strategy, spanning automotive, technology, fashion, and consumer goods industries, now enriches our practice's marketing initiatives and internal operations. As our Florida-based personal concierge and marketing coordinator, Ashley ensures our team can maintain unwavering focus on sophisticated wealth management while she handles the thoughtful details that make our service exceptional. Whether coordinating special requests or managing important elements of our practice, her attention to detail and natural ability to anticipate needs helps maintain the high-touch service our distinguished clients expect.

Jessica Beckley

Head of Client Processing

concierge@collicagroup.com 


Jessica is the head of client processing for The Collica Group, providing dedicated administrative support for Anthony Collica and the team. She ensures all client needs, including paperwork, distributions, and other administrative actions, are handled seamlessly behind the scenes. 


Supported by a robust network of over a dozen professionals through Direct Access—an exclusive service available to advisors who meet rigorous standards for delivering a private client boutique experience—Jessica ensures every detail is executed flawlessly. Her meticulous oversight allows the team to focus on delivering exceptional, personalized service to each client.

Joe Petrovich

Director of New Business

jpetrovich@michganfinancial.com

(248) 663-4781


Joe Petrovich handles all aspects of advisor services, leading the charge in processing all new business. He plays a special role in the transition of new advisors to our firm, working closely with them to help move over their book of business. He also dedicates time to training new representatives and their staff members on how to process business and utilize the various technology available to them. 

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Copyright © 2024 Collica Group - All Rights Reserved.

 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of  CO, FL, MI, NY, OH, VA . No offers may be made or accepted from any resident outside the specific states referenced.


 This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24; 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. 


The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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