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 is working toward completion of her CFP (Certified Financial Planner) designation in 2019.
I like that Washington Wealth Advisors does not focus solely on choosing investments,” Ann explains. “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 earned her undergraduate degree from Williams College and MBA from Yale University. She brings a diverse background of volunteer and work experience across several industries to Washington Wealth Advisors. Her hands-on experience in rental property management offers her a distinct perspective on this real estate niche for clients in this business or who are interesting in learning more about the field. Outside Washington Wealth Advisors, she is an active school and community volunteer.