About Ann
One of the most rewarding parts of Ann’s role is when she can put her to-do list to the side and dive deeply into a client’s situation. She finds great satisfaction in finding a kernel of information or implementing a strategy that results in improving someone’s financial life. Ann believes no two clients are the same, and she works to understand the financial goals and concerns that are specific to each. Then, she works with them to devise comprehensive, customized wealth management strategies that evolve as their life does, allowing her to create lasting relationships.
Ann's insights have been featured in prominent publications such as The Wall Street Journal, The Washington Post, and The Oregonian. She is active in her community through social justice work. A native Oregonian, Ann lives in Bend. Outside of work, she enjoys fly fishing, mountain biking, skate skiing, cooking, and traveling.
Education and Professional Milestones
-Prior to Focus Partners, began her career in financial services with Raymond James in 1999
One of the most rewarding parts of Ann’s role is when she can put her to-do list to the side and dive deeply into a client’s situation. She finds great satisfaction in finding a kernel of information or implementing a strategy that results in improving someone’s financial life. Ann believes no two clients are the same, and she works to understand the financial goals and concerns that are specific to each. Then, she works with them to devise comprehensive, customized wealth management strategies that evolve as their life does, allowing her to create lasting relationships.
Ann's insights have been featured in prominent publications such as The Wall Street Journal, The Washington Post, and The Oregonian. She is active in her community through social justice work. A native Oregonian, Ann lives in Bend. Outside of work, she enjoys fly fishing, mountain biking, skate skiing, cooking, and traveling.
Education and Professional Milestones
-Prior to Focus Partners, began her career in financial services with Raymond James in 1999