Anne serves our clients as the Client Service and Communication Director. For our community of investors, she serves to make our new clients feel welcome and at ease as they implement their personalized investment plans developed by Jay and the team. She is also responsible for coordinating the office calendar and ensuring that, in between sessions with our clients, that we are communicating in a tailored way, both in medium and frequency, the way that our clients wish.
Anne has previous front office administrative experience in law and education and holds a bachelors degree in Psychology and a minor in Educational Psychology. She grew up in southern NH and currently lives in Austin, Texas with her husband and two sons. Anne loves to spend time at the lake, travel and spend time with friends and family.