Serving in the role of client service associate, Anna brings over 20 years of experience in financial and administrative services. Anna will be assisting our advisors and service team in the areas of client and account onboarding, ongoing service, and operations.

Anna grew up in Birmingham, attended Briarwood Christian High School, and graduated from Troy University in Business Administration. She is married to Brice, another Briarwood grad, and they have one son, Cole, and one daughter, Naomi.

“I knew as soon as I walked into the office that this is a special place,” Anna said. “I love the mission of the firm, and the team here is so supportive and kind. I look forward to getting to know all of our clients.” When Anna is not working, she enjoys playing games with her family, cooking, and a good Broadway musical.