Ann has 8 years of experence in the financial planning industry. She began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas. The firm catered to high net worth individuals. Ann worked with the firm’s President to train the financial planners. She developed a new method of training to help the advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.
She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients.
Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria, and she also holds the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. She is also currently working towards earning her CERTIFIED FINANCIAL PLANNER ™ designation.
While Ann loves financial planning, her true passion is writing. She has written many guest posts for other major financial websites and recently began writing about financial topics as part of the services she provides through her business Savvy Duo Financial Planning.