Ann has more than 40 years of experience crafting personalized financial planning solutions for a range of individuals, families, and small business owners. She excels at connecting with her clients and showing them how to leverage her knowledge to meet their unique needs. Ann’s ability to demystify the world of finance and investments allows her to help her clients feel more empowered and confidently make informed decisions. Her comforting approach and experience in helping clients through various market cycles have allowed her to build lasting relationships serving multiple generations of families.
Ann grew up in a suburb of Minneapolis. After graduating from the University of Minnesota, she moved to Seattle, where she started her career in a downtown Seattle bank. This is where she discovered her love for helping people. Her banking experience gave Ann the desire to provide full financial planning advice to her clients. In 1991, she completed her certification as a CERTIFIED FINANCIAL PLANNER® professional, and in 1993 she started her own firm as an independent financial planner.
“The independent approach is something that has always been important to me. As an independent financial professional, my goal is to provide impartial guidance based directly on my clients' needs and goals,” she says.
In 2026, Ann and her team joined forces with WealthSpring.
Ann holds the FINRA Series 7, 24, 63, and 65 securities registrations and is licensed in 21 states. She is also insurance licensed in life and health in Washington state.