Designations and Licenses

Anna is a Retirement Income Certified Professional^® and a Behavioral Financial Advisor. She holds life, health and variable annuity insurance licenses in the state of Ohio.

Experience and Education

Anna provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With more than 35 years in the financial planning and investment management industry, her experience includes financial and estate planning, income tax compliance, stock option analysis and individualized retirement income planning.

Prior to joining Mariner, Anna served as vice president and financial advisor for The Pinnacle Group beginning in 2000. Before that, she acted as president for the Middletown, Ohio location of Money Concepts, providing individuals with investment and planning strategies.

Anna has a bachelor’s degree in accounting from Wright State University.

Personal Interests

In her free time, Anna enjoys antiquing and treasure hunting with her husband. She also enjoys kayaking, rafting, hiking with her husband and grown children and their families, yard art crafting and spoiling her granddaughter. She is an avid Cincinnati Bengals and specifically a Joe Burrow fan.