Ann develops comprehensive wealth management plans tailored to her clients’ goals for growing, managing, preserving, and transitioning their assets. She is a Portfolio Manager and has earned the CERTIFIED FINANCIAL PLANNER® professional designation, which includes financial planning coursework, examination, experience, and ethical requirements. She also holds FINRA Series 7 and 63 securities registrations. In addition, Ann is proud to have been named to the distinguished Forbes Top Women Wealth Advisors Best-In-State for 2024 and 2025.
With over 23 years of investment services experience, Ann specializes in all areas of wealth management including investment, tax, retirement, and estate planning strategies. Ann recognizes that knowledgeable planning today is critical to helping provide for the comfortable and secure future her clients deserve.
Ann attended Trinity University and earned a B.B.A. from St. Edward’s University in 1988. Active in her community, she has served as a Treasurer for the Financial Planning Association Austin Chapter, as President of Friends of Pedernales Falls State Park, and as a member of the Estate Planning Council of Central Texas.
Ann is married with three grown sons, Ryan, Kelly and Aaron. She enjoys spending time with her boys and her grandchildren, and in her spare time, you can find her exploring the local, state, and national parks and wilderness areas on horseback.
We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 2025.1 I believe this award reflects the trust our clients have placed in us over the past years.
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
1.2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
