Ann joined us in 2021 as a client service associate. She has since passed her Series 7 and 66 exams to become registered and has recently moved into a service advisor role. Ann now establishes many of our new accounts, assists with trading and collaborates on financial plans, while still providing top-notch customer service to our RFG clients. Ann brings a unique perspective to RFG from her past positions in education, college consulting, and higher education with a focus in financial aid and transfer admissions. A common thread during her career has been working with families to make educated financial decisions during important times in their lives.
Ann lives in Rochester and has two grown children. When she isn’t spending time with her family and friends, she is discovering hidden gems of the greater Rochester area and capturing them all on film.