Ann has more than 25 years of experience in the financial services industry. She believes her role as a wealth advisor is to assist clients navigating life’s transitions and help them grow through the challenge, while utilizing an optimal synergy of relationships, money management, and comprehensive, individualized life planning. Ann is passionate about helping those whose lives have been upended by a life altering event such as the loss of a spouse or divorce and is dedicated to helping those in transition pursue financial freedom. Ann completed the rigorous process of earning her Certified Financial Planner™ (CFP®) certification in order to provide