As a Wealth Management Advisor, Ann helps clients develop strategies and solutions to manage their finances and realize their lifetime goals. Ann’s commitment to assisting her clients with defining personal goals and then orchestrating effective approaches to achieving them is the foundation of her business. A graduate of William Woods University, Ann has been servicing clients since 2001.â€¯
Prior to becoming a financial advisor, Ann was a professional fund raiser for 15 years. Her process today – derived from successful capital campaigns, developing long-term planned giving programs including estate planning and charitable gift annuities – is demonstrated in her consistent desire to improve service, investment performance and accountability. Ann has the CRPC®, Chartered Retirement Planning Counselor, andâ€¯AIF®, Accredited Investment Fiduciary, professional designations.
Ann enjoys spending time with her family. She is committed to serving her community as a member of the Oklahoma City Chamber of Commerce and a member of the investment council for the Oklahoma Education Technology Trust. She is also a member of Crossings Community Church. Her mission is to shine light to others by educating and providing every opportunity for individuals to find their best and highest potential.