Client Services Coordinator
Ann joined the Arizona team in 2008 and quickly mastered her supportive role on the CPA and wealth management sides of the business. Within two years, she settled into a new role of Executive Assistant to David Monheit. As the business grew over the years, she was a natural fit to ensure all departments were in harmony and nothing fell through the cracks. Ann's title is now Client Services Coordinator, which more closely describes her work for the company.
Since joining the firm, Ann has completed the FINRA Series 7 and 66 exams and also holds the Life and Health Insurance license for Arizona and California.
Ann is a devoted wife and mother, who enjoys traveling, entertaining friends, kayaking and spending time with her family.