Anna joined Integrity in 2019 following a 15-year career in retail banking management.  After working closely with Integrity’s clients and senior advisors, Anna pursued her designation as a Paraplanner in 2020.  In this role she was able to analyze clients’ overall financial picture and create retirement plans that provided a path to their unique retirement goals.

In 2022, Anna began the coursework for the CFP® designation.  In this rigorous program, Anna was able to deepen her knowledge of financial planning and investment management.  Many of the program’s lessons were designed to give advisors in-depth study of tax and estate implications that are extremely useful to share with clients.  Anna obtained her CERTIFIED FINANCIAL PLANNER™ certification in March 2024 and is excited to work alongside clients on their personalized financial journey.