In her role as Client Service Associate, Ann is responsible for all the day to day non-client office administration as well as assisting with client servicing.
Prior to joining the firm in September 2016, Ann worked for over 30 years at KeyBank in financial services at various positions throughout her career. She has experience in tax, trust and estate administration, compliance and operations.
Ann graduated from Siena College earning a B.A. degree in accounting and also holds an Associate’s degree in Business Administration.
She and A.J. have been married for over 30 years and have two children in college, Kate and Aaron. They continue to travel as a family to various national parks as well as venturing overseas as a couple. Ann enjoys reading in her spare time when not being recruited to fly fish with AJ.