Anna joined Private Capital Management in 2018. Her passions are to get to know people, understand their needs, and help them find unique ways to optimize their wealth. She works first-hand with individuals and families to develop a financial road map to live purposefully, confidently, and fully.
As an Advisor, Anna engages clients in comprehensive financial planning and wealth management by providing personal financial solutions in the areas of retirement and cash flow planning, investment analysis and management, estate planning, risk management, and income tax planning.
Anna recently moved to Colorado from Atlanta, where she worked as a Senior Financial Planner with an independent financial firm. Anna earned degrees in Risk Management and Insurance, and Financial Planning from the University of Georgia. She has over eight years of wealth management experience and is a Certified Financial Planner (CFP®) practitioner.
A native of Georgia, Anna resides in Denver with her husband and enjoys the outdoors and traveling.