Anna prides herself on her long-standing client relationships. She believes that only by knowing a client can you be proactive in planning and working through unique issues. Anna is always responsive to clients and prefers a phone conversation to an email, which builds for rapport and allows for better collaboration.
Anna has over 20 years of public accounting experience working with high-net-worth individuals and families. Throughout her career, she has been a personal and business adviser to a client base consisting of corporate executives, multi-generational high-net-worth individuals and families, family partnerships and estates. Her focus centers around personal, estate, gift and trust tax planning, cash flow and financial consulting, charitable gifting and tax controversy.
Anna resides in Moreland Hills, Ohio. She is a world traveler, having been to destinations throughout South America, the Middle East and Europe. Some of Anna’s most memorable experiences include visiting Machu Picchu, Peru, completing the “Camino de Santiago” hike in Spain and spending a semester during college in Florence, Italy.