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, contingency planning and working with professional athletes.

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

Anna 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 #10 in 2025, #64 in 2024 and #37 in 2023. She was named to Forbes’ Best-In-State Wealth Advisors in Texas – Houston list, ranking #24 in 2024.

Personal Interests

Anna is a sustaining member of the Junior League of Houston and 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 – 2025 were published in February based on the prior year’s data as of September 30. The ranking is based on an algorithm of qualitative data learned through surveys and interviews conducted in-person, by telephone, and virtually to evaluate best practices, level of service, investing models, and compliance records, as well as quantitative data, such as revenue trends and assets under management.

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. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. 

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.