Anna strives for excellence in serving our clients and assisting our team on a daily basis. She also manages a wide range of administrative matters, from account maintenance, service requests to our client communications and assists clients with any questions or inquiries they may have in a timely and efficient manner.

Empathetic and detail-oriented, Anna’s goal is to always make working with us easy and effortless. She helps us maintain the dedicated and focused service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority.

Anna enjoys fostering close relationships with the families and individuals we serve and helping ensure that they receive quality attention and support.

Before joining our team in October 2022, Anna was employed at several financial institutions and banks as a mortgage banking specialist over the last 25 years.

Anna is originally from Union County, New Jersey, and now resides in North Jersey. When not in the office, Anna enjoys spending time with family and friends, going to the beach and attending New York Yankees baseball games.