Anne brings more than 25 years of experience in the financial services industry to her role as Director of Client Relations for Linea Private Wealth Management. She began working with Howard Katz, CFP®, and Justin Davidson, AWMA®, when she moved to Georgia with her family in 2007.
Over the course of her career, she has developed expertise in operations, compliance, marketing, human resources and client relationship management. Her proficiency across all aspects of operations management, quality control and client care help to ensure a smooth, efficient and enjoyable experience for the firm’s clients and team members. She also oversees the firm’s marketing and communication efforts, including client communications, website updates, social media activities, and the organization of client events.
Anne graduated from Western New England University in 1991, with a Bachelor of Science in Business Administration (BSBA). Later, she earned her Financial Paraplanner Qualified Professional (FPQP™) designation from the College of Financial Planning.
Anne and her college sweetheart, Mike, have been married for more than 25 years and have a grown son and daughter. The family—including their three “spoiled rotten” Doodles—reside in Smyrna, Georgia, where Anne enjoys working out regularly, especially cycling, and running.