Ann strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.

Ann enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive the highest level of attention and support.

She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.

Before joining our team in March 2022, Ann was a Branch Office Administrator at Edward Jones Investments and an Office Manager at Hall’s Window Center. She earned a bachelor’s degree in Business Administration from CSU Sacramento.

Originally from Crescent City, CA, Ann currently lives in Central Point OR with her 2 fur babies, Indy and Smoke. In her free time, Ann enjoys crafting, painting and hiking.