Ann is caring and dependable, two traits that drive her mission to have a positive impact on every client she serves. She helps support clients professionally and personally throughout happy life events and serves as a source of comfort when times are rough. They have depended on her throughout the years.
First starting out with Raymond James in 2012, Ann worked with her previous team up until the “Camp Fire of 2018,” when their office tragically burned down. Arrangements were made to join up with another advisory practice to resume business, and eventually, she found her way into her current role.
Ann spends most days opening the office, checking mail, answering phones, assisting advisors, processing deposits, maintaining accounts and, most importantly, serving the needs of clients when they visit the office. Her primary goal is to help each client with their specific needs and form relationships grounded in mutual trust.
Outside the office, as a grandmother, Ann is big on family time. She and her husband maintain a vegetable garden, host family events and enjoy activities such as cornhole, swimming and camping, and participate in an annual trunk or treat event with family. Originally from Paradise, California, she still lives there today with her husband, Raymond.
