,CFP®, FPQP®
Anna works primarily with clients who are focused on growing their careers, their families and their wealth. Her clients are often pulled in multiple directions, juggling work and life, and do not have the time to be saddled with managing their own finances. Many of her clients have inherited their wealth, which comes with its own particular considerations. Anna helps her clients see the big picture when it comes to making their finances work for their current lifestyles, while always keeping an eye on future, long-term financial success. By continuously listening carefully to not only their concerns but also their dreams, Anna partners closely with her clients to develop a solid plan that will help lead them toward a financially secure future. Life comes at people quickly; Anna makes certain she is ready at every turn to help guide her clients along the way.
What do you value most in your client relationships?
Each and every individual client is important to me. I value the ability to work towards providing each of my clients with specific tailored financial planning and advice that will help them reach their financial goals. Clear communication is one of my objectives in every relationship, and I truly value the trust that is developed from doing this. I became involved in this field specifically to cultivate relationships and help people reach their full potential. Meeting new clients and getting to know them on a deeper level is something I look forward to daily.
What sparked your interest in financial planning? What fuels you every day in your work?
I started out working in the medical field as an athletic trainer helping people recover from injuries and setbacks, so that they could get back to their full potential whether on the field or in everyday life. The part of this job that I loved the most was seeing all of the physical therapy and exercises pay off in the end for each of my patients. I enjoyed getting the opportunity to see them do what they love again. When I decided I wanted to make a career change, financial planning was the clear winner for these very reasons. Financial planning is so integral to our daily lives just like exercise and injury prevention. It involves many different aspects of life and decision making, which ultimately develops success and financial security. Having the opportunity to help people develop their own financial plan and goals is a privilege and an honor. It is especially wonderful to see my client’s hard work pay off in the end.
What do you feel is a strength that you have?
Listening to people is something I have always strived to be best at. I believe this is incredibly important in the wealth management industry. Before we create your plan of action as my client we will have many discussions where I get to know you and your personal situation. If I didn’t listen well, your plan will not make sense for you specifically. One of my strongest qualities is taking in this data and information and analyzing it to provide you with the financial advice to help you towards success.
What do you enjoy most about working at Modera?
Working at Modera is an honor and a pleasure daily. The individual relationships I get to build with my co-workers and clients is something I treasure. Having the opportunity to make a difference in people’s lives is something I look forward to every day. My passion is people, and I am thankful to work in an industry that allows me to pursue that passion on a daily
CERTIFIED FINANCIAL PLANNER®, Financial Paraplanner Qualified Professional™
University of North Carolina at Chapel Hill
BS, Exercise and Sports Science
Modera Philanthropy Committee Team Lead for the Asheville Office
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