Anna-Maria plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. She manages various duties, including handling service requests, managing client accounts, and assisting with our team’s marketing efforts. Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each request and is committed to providing an exceptional client experience while helping advisors do the best job possible.
Before joining our team in November 2021, Anna-Maria was a buyer, appraiser, designer, advertising manager, and Graduate Gemologist at a local jewelry store.
Originally from Anacortes, Washington, Anna-Maria lives in Anacortes with her husband, Parker, and their dog Mozzi. Anna-Maria enjoys reading, gardening, and photography.