Client Service Specialist
Anna’s experience in the financial services industry includes service and leadership roles at organizations such as Raymond James, Capital One, Bank of America, and Wells Fargo. When assisting clients, she loves to think outside the box and provide solutions that no one else has thought about. She emphasizes a balance of empathy and rational analysis when addressing a client’s concerns. Anna attended Texas A&M University-Commerce, where she earned a bachelor of applied arts and science degree in business, and and she’s currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Anna has three sons and one stepdaughter, and her husband is a retired military service member.