As a Wealth Management Advisor, Ann helps clients develop strategies and solutions to manage their finances and realize their lifetime goals. Ann’s commitment to assisting her clients with defining personal goals and then orchestrating effective approaches to achieving them is the foundation of her business. A graduate of William Woods University, Ann has been servicing clients since 2001.
Prior to becoming a financial advisor, Ann was a professional fund raiser for 15 years. Her process today – derived from successful capital campaigns, developing long-term planned giving programs including estate planning and charitable gift annuities – is demonstrated in her consistent desire to improve service, investment performance and accountability. Ann has the CRPC®, Chartered Retirement Planning Counselor, and AIF®, Accredited Investment Fiduciary, professional designations.
Ann enjoys spending time with her husband and two daughters. She is also committed to her community by actively serving as President of Variety Care Foundation Board, a Board Member of the Variety Operating Board, a member of the Oklahoma City Chamber of Commerce and a member of Crossings Community Church. She is also on the investment council for the Oklahoma Education Technology Trust. Her mission is to shine light to others by educating and providing every opportunity for individuals to find their best and highest potential.