Anna is a Retirement Income Certified Professional® and a Behavioral Financial Advisor. She holds life, health and variable annuity insurance licenses in the state of Ohio. Anna provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With more than 35 years in the financial planning and investment management industry, her experience includes financial and estate planning, income tax compliance, stock option analysis and individualized retirement income planning. Prior to joining Mariner Wealth Advisors, Anna served as vice president and financial advisor for The Pinnacle Group beginning in 2000. Before that, she ac