Designations and Licenses

Anna is a CERTIFIED FINANCIAL PLANNING™ professional.

Experience and Education

Anna provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With more than 24 years in the financial planning and investment management industry, her experience includes financial and estate planning, income tax compliance, stock option analysis, cash flow management and contingency planning.

Prior to joining the firm, Anna was a shareholder and principal at Patriot Wealth Management, Inc. Before that, she was senior vice president and trust officer at Kanaly Trust Company. Anna began her tax and financial planning career with Arthur Andersen & Co.

She has a bachelor’s degree in business with a concentration in accounting from Trinity University. She is a member of the Financial Planning Association.

Accolades

Anna was named to Forbes’ Top Women Wealth Advisors Best-In-State list in Texas, ranking #64 in 2024 and #37 in 2023. She was named to Forbes’ Best-In-State Wealth Advisors in Texas – Houston, ranking #24 in 2024.

Personal Interests

Anna is a sustaining member of the Junior League of Houston, a board member for West Houston Young Life, and supports the Mariner Foundation and Kids Meals, Inc.

Anna’s Office

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2023 and 2024 were published in February based on the prior year’s data as of September 30.

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods

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