It’s not about the money. It’s about you and your life. That sums up Ann’s approach to financial guidance. Financial security isn’t a number; it’s independence and the ability to focus on the things that matter to you. Ann applies a rigorous and disciplined financial planning process to help you find out if you’re on track to live the life you want, and to get you on track if you’re not.
Besides nearly 10 years as a financial advisor, Ann’s business background includes marketing and strategic planning in the technology industry and owning two businesses, a professional services firm and a wine importer/distributor. Ann holds the CFP® designation and earned her BA from the University of California, Berkeley. She is a member of NAPFA, the leading association of fee-only financial advisors.
Ann and her husband live in the Portland area with their teenaged twins and golden retriever. Evenings and weekends find her enjoying family time, running the Wildwood Trail, or on the soccer pitch as a spectator, coach or player.