As a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA), Ann is uniquely qualified to understand complex issues surrounding effective financial, estate and tax planning. Ann enjoys designing and implementing customized financial plans that provide clarity for clients. She believes it is paramount that recommended solutions align with each client’s unique vision, values and goals. Ann’s commitment to excellence, integrity, and authentic relationships helps her coach clients to make wise financial decisions. This gives clients the confidence and peace of mind to pursue their dreams knowing their finances are right on track. In addition to her client advisory role, A