Ann serves as the initial contact person in gathering data for client reviews. She verifies, calculates and updates the values of client assets for planning purposes. Ann maintains and reconciles info in DFSC’s portfolio management system.
Ann grew up in Northeast Ohio and joined DFSC in 1992.
Ann has two adult children and a lovable dog.
What are you passionate about?
Ann is passionate about environmental issues, social issues and world peace.
Where can we find you when not in the office?
When Ann is not in the office, she can be found working and chilling at home.