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Anna is committed to helping clients achieve their financial goals with a strong passion for the financial planning process and creating strategies alongside clients to help them retire with confidence. Throughout her career, Anna has led national training and development programs for advisors and managers.

Anna earned a B.A. from The University of Texas at Arlington in Political Science and is a CERTIFIED FINANCIAL PLANNERā„¢ professional. She is happily married and has a daughter attending Louisiana State University. Anna has full professional proficiency in English and Spanish.