Throughout her career in financial services, Ana has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents, and handling administrative duties.
Before joining our team in March 2022, Ana was a senior branch administrator at Edward Jones Investments for 12 years and a Realtor® at Florida Homes Realty & Mortgage.
Originally from Okeechobee, Florida, Ana lives in Florahome with her husband, Richard. She has two adult sons, Tyler and Logan, as well as her granddaughter Sawyer, and grandson Rhett. In her free time, Ana enjoys seeing her family, spending time at the farm with the animals, horseback riding, barrel racing, fishing, and taking trips to the mountains.