Anna is a CERTIFIED FINANCIAL PLANNING™ professional. Anna provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With more than 24 years in the financial planning and investment management industry, her experience includes financial and estate planning, income tax compliance, stock option analysis, cash flow management and contingency planning. Prior to joining the firm, Anna was a shareholder and principal at Patriot Wealth Management, Inc., which was acquired by Mariner Wealth Advisors. Before that, she was senior vice president and trust officer at Kanaly Trust Company. Anna began her tax and financial plannin