Anne joined Waycross in 2008. She is responsible for client accounting and assists with compliance. She handles account reconciliation and monitors all transactions, ensuring all transactions are completed properly. Her work provides the necessary foundation for other asset management activities.
Anne has over nine years of experience in the financial services industry and has developed many strong relationships with staff at Charles Schwab and other organizations. In addition to her main responsibilities, she provides notary services to clients.
Anne is a graduate of Western Washington University with a degree in English Literature. Away from Waycross, she enjoys reading, birding, and biking.
It all begins with a conversation. Contact us to arrange a meeting and find out what happens when sixty years of experience focuses on guiding you to a prosperous financial future.