Hi! I am Anna. As an Independent Financial Advisor and Enrolled Agent I really see my role best described as a financial guide. I am here to guide you on your unique path as we navigate together. First to identify your current financial situation, and then dream about where you want to go. I see finances as a wholistic picture. We can’t just talk about investing or taxes if the goals are not clearly defined.
As an Enrolled Agent I am able to prepare and discuss taxes with our clients. I see taxes as the start to creating a financial plan. Taxes help us see where we are currently and is a great starting point to guide you where you want to go.
I am a Certified Specialist in Planned Giving. I enjoy working with individuals and families to discover and implement their philanthropic goals. As well as assisting non-profits identify and achieve their financial and organizational goals.
Currently I am a member of The Planned Giving Forum of Sacramento and The National Association of Charitable Gift Planners. I graduated from California State University, Chico and have worked for various financial institutions.
I am a military spouse so I understand transitions and life changes. We have lived all over the country and currently are back in Northern California. My two daughters Sally and Katherine teach me everyday that life is an adventure, beautiful and better when you laugh. You will find me reading, usually WWII historical fiction, running, paddle boarding, talking about taxes and retirement planning, listening to Podcasts and laughing with my family and dog Rocky. My morning coffee is a sacred ritual.
