Anna is passionate about creating a welcoming and supportive environment for every client who walks through the door or calls the office. She genuinely cares about their experience, always striving to make them feel comfortable, valued, and heard. Whether they have a quick question or need guidance, Anna wants clients to know they’re always welcome to reach out.
Her background in customer service has shaped her compassionate approach. Before joining Karageorge Wealth Management, Anna worked as an assistant manager at FedEx Office and a senior client service specialist at Wells Fargo Financial Group. A graduate of Alexander High School in Albany, Ohio, she brings years of experience in helping people navigate their needs with kindness and efficiency.
In her role, Anna wears many hats—answering calls, greeting clients, handling paperwork, opening accounts, and managing deposits—all while ensuring every client interaction is met with warmth and care. Because she’s part of a small, close-knit team, her responsibilities go beyond the usual scope, deepening her knowledge of the firm’s services and strengthening her ability to support clients.
Outside of work, Anna finds joy in nature, whether she’s hiking, walking, or planting flowers. She has a big heart for animals, having rescued her two cats, Sophie and Moe, and her dog, Herbie, who are now part of her family. Originally from Athens, Ohio, she spent 26 years in Boca Raton, Florida, before returning home, where she now lives with her fiancé, Tim.
