As a Registered Paraplanner, Ann ensures our clients receive timely and personal service at all stages of their financial lifecycle. She uses the latest technology to track important deadlines for each client’s personal financial plan. Ann keeps clients informed through educational programs and newsletters.
Ann plays a key role in the educational and charitable events that Washington Wealth Advisors hosts throughout the year. She developed several new programs to support a variety of clients’ needs, including the “WWA Family Savings Challenge” which gives parents tools to help their children learn to save money effectively. She is exploring options to support our older clients, as they need more assistance with daily financial chores.
“I like that Washington Wealth Advisors does not focus solely on choosing investments,” Ann said. “Instead, we listen to the needs of each client for financial advice and education as his or her needs evolve: from financing a wedding or a home purchases, to education savings, and retirement and estate planning.”
Ann brings a diverse background of work experience across several industries to Washington Wealth Advisors. She earned her undergraduate degree from Williams College and MBA from Yale University. In addition to Ann’s role at Washington Wealth Advisors, she is an active school and community volunteer.