Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Anne is a Partner in the North Bay office. She helps clients simplify their financial lives and maintain peace of mind even as they make complex financial decisions. She guides clients through retirement income, real estate, tax, and estate planning strategies and validates their decisions so they can feel confident about their financial path. Anne believes that clients usually know what they want, but often need help in understanding what steps need to be taken next. She believes in giving clients a complete map so that they understand why and how their chosen path will get them to their goals.
Prior to joining Cerity Partners, Anne was a Vice President and Wealth Advisor for Brouwer & Janachowski. She served as a member of the Investment Committee and has over two decades of experience in financial services. She was previously a Senior Portfolio Analyst with Stanley F. Green, Manager at the financial planning firm Homrich & Berg, and a Client Consultant and Technical Support Team Leader for Advent Software.
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