Anna strives to make all clients’ visits or phone calls to her practice’s office as pleasant and friendly as possible. She prioritizes their needs to make them feel welcome and encouraged to stop by or call at any time for any reason.
Prior to joining Karageorge Wealth Management, Anna Marie worked for FedEx Office as an assistant manager, and before that, she was a senior client service specialist for Wells Fargo Financial Group. She is a graduate of Alexander High School in Albany, Ohio.
On a day-to-day basis, Anna answers phones, greets clients, monitors approval forms, opens new accounts and handles deposits. She serves all clients, both internally and externally. Because she is part of a small team, her responsibilities are heavier than many in her role, which has led to her acquiring greater knowledge of the firm’s products and services.
Outside the office, Anna enjoys hiking, walking, planting flowers and her pets, a cat named Sophie and a dog named Herbie, both of whom she rescued. Originally from Athens, Ohio, she lived in Boca Raton, Florida, for 26 years before returning to Athens, where she currently resides with her fiancé, Tim.