Anne spent over 25 years in the insurance and financial industry and joined M Advisory Group in 2008. She founded Family Wealth Counseling in 2020 and served as an executive of a prominent insurance brokerage firm.
Anne has many credentials including Certified Employee Benefits Specialist (CEBS) designation from Wharton University, the Certified Private Wealth Advisor (CPWA®) from IMCA, and the Certified Financial Planner (CFP®) designation from the CFP Board. She is also a Registered Representative, Investment Advisor Representative (Series 7, and 66) and has a California Life and Health License.
Anne is a Graduate of University of California, Los Angeles (UCLA) and specializes in financial planning for Global Markets. She has served on the Boards of Lomita-Torrance Rotary and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS).