Ann is a Financial Advisor and has been in the financial industry her entire career. She is dedicated to providing strategic wealth planning and investment management that is tailored to each individual. Ann holds a Series 7 and Series 66 Securities licenses as well as Life and Health Insurance licenses in various states. She has an MBA in Finance from Loyola University in Chicago and a BBA from the University of Notre Dame in South Bend, IN. Her extensive resources include AERO Federal Credit Union, PFG Advisors, and Securities America. Ann joined the AERO Investment Services team in 2018 and works locally with clients with our branches in the Southeast Valley.
Formerly a Chicago native, Ann now calls Gilbert, AZ home with her husband, two daughters and, at last count, 3 dogs. Ann enjoys hiking, comedy, and watching her daughters play soccer. When Ann is not busy with work and family, Ann volunteers on the Advisory Board for St. Vincent de Paul and as a foster home for AZ Happy Tails, a local dog rescue.