Anne has been in the financial services industry for over 20 years. She began at a large broker dealer as a risk analyst and associate portfolio manager where she and her team managed over $20 Billion. In 2005, she began working with individual investors helping them meet their specific needs, wants and wishes as a financial advisor. She joined Vision Financial Services, in 2013 where she continues to work with families and business owners helping them meet their distinct goals. Anne works with a number of 401k and 403b plans as well as individual clients and currently manages over $175M in assets.
Anne earned a bachelor's degree in business administration with a concentration in finance and minors in economics and management information systems from the University of Delaware in Newark, Delaware, where she graduated cum laude. She holds the CERTIFIED FINANCIAL PLANNERTM certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and also earned the Chartered Retirement Planning Counselor SM. Which allows her to focus specifically on retirement planning for her clients. Anne is a member of the Financial Planning Association and the Financial Services Institute.
As a professional Anne must act as a fiduciary, and therefore, in the best interest of the client, at all times when providing Financial Advice.
Anne has extensive experience in investing, asset allocation modeling, hedging and diversifying concentrated stock strategies and liability management. She is a critical thinker with a deep understanding of the complex needs of investors. Anne finds it most rewarding to be an integral part of clients' decision-making process and helping them pursue their goals and missions.
Anne lives in Toms River, New Jersey, with her husband, Frank, and her children Alex and Lily. She teaches fitness classes at the OCYMCA, in her free time, and is a Certified Group Fitness Instructor. Anne is a past Lieutenant Governor of Kiwanis Division 4. She is a member of the board of directors for Caregiver Volunteers of Central Jersey and Ocean County College Foundation. She is also a past president of the Kiwanis Club of Toms River Daybreak and a member of St Joseph’s parish. Anne was awarded a Young Altruistic Professional in 2009 and Woman of Distinction in 2012. Her hobbies include reading, traveling with her family and playing golf.