Meet Anna


Anna prioritizes understanding her clients and their core values. She strives to create, and assist implementing, thorough financial planning that motivates her clients to achieve their ideal lifestyles. Her goal is that clients leave every meeting with her feeling empowered and excited about their path and progress knowing that their plan has been tailored to address the complexities of financial planning in a simplified format that meets their individual needs. She believes in doing the heavy lifting so her clients can thrive.

Anna attended James Madison University on a Varsity Softball scholarship where she obtained her B.S. in Health Sciences with a minor in Special Education in 2014. She transitioned to the financial industry and became licensed as a Wealth Advisor in 2018.

Anna enjoys traveling with her husband, Morgan, and spending time with her loved ones. She volunteers her time coaching youth softball and is very passionate about mentorship. When she has down time, she’s usually home with Morgan and their two pups, Dozer and Oliver, with her nose in a book.