Director of Operations & Client Services, Registered Representative
With over 20 years of business and financial experience, Ann brings unique problem-solving skills to our team. She has served many of our clients for over 12 years, joining the team as part of an acquisition in 2012. Ann is a graduate of University of Arizona, where she was awarded a Bachelor of Science in Mathematics. She has earned the Financial Paraplanner Qualified Professional™ designation through the College Financial Planning. She also maintains Series 6, 63, and 65 securities registrations.
Ann has lived in Kennewick for the past 35 years. She fills her time outside of work with photography, gardening and amateur astronomy.
Ann has a passion for wine (a former occupation), and she hopes to visit Portugal in the near future. Her bucket list also includes a visit to the Egyptian pyramids.