Anne has been proud to call the New Hampshire Seacoast her home for almost her entire life. Having lived in Hampton, New Hampshire since she was only two years old, she understands first-hand what it means to be a part of this community. One of her favorite parts about living and working as a financial planner on the Seacoast, is the ability to connect with so many clients out of the office, in addition to being able to welcome friends and neighbors into her practice.
In the office, she is a passionate and dedicated financial coach, working tirelessly to assist her clients in navigating their journey to their personal financial success. Anne and her team pride themselves on their dedication to creating financial plans and finding strategies that are customized to suit each client's unique, personal financial goals.
As a true New Englander, she thoroughly enjoys all four seasons - filling the winters with snowshoeing, cross-country and downhill skiing, and the summers with paddle boarding, kayaking, hiking, and plenty of beach days. In between, she counts herself as an aspiring yogi, and a committed dog-walker to her adorable Aussie, Duke.
Credentials
Anne earned her undergraduate degree in Business Administration and Management at the University of Arizona (Go Wildcats!), and later went on to earn a Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, Pennsylvania. She is also an Accredited Investment Fiduciary.
Additionally, she works closely with NEA-NH (National Educators Association- New Hampshire) and New Hampshire school districts. Anne is most known in matters in regards to assisting her clients with New Hampshire State Retirement and retirement planning for teachers.