Private Client Manager
Ann joins Pasadena Private Wealth with over 25 years of experience in the financial services industry. She spent thirteen of those years as a Financial Advisor helping clients achieve investment goals, and seven years as a Senior Client Associate supporting their administrative needs. In her current position, she blends the two roles together, serving as one of the primary client service contacts, while assisting with portfolio reviews and insurance planning. Ann enjoys working with people and takes pride in providing exceptional service. When not at PPW, you will often find her at a local performing arts venue, enjoying a concert or musical production. Even though her two older sons have graduated, Ann still volunteers for their high school’s instrumental music program. She served on the Band Boosters Board for three years and was recognized by the school for her dedication. Ann received her bachelor’s degree from the University of Southern California.
Every year, she, her husband, and three sons try to discover new adventures in their backyard and across the globe.