Ann is a Financial Services Professional who has dedicated her career to helping individuals and families untangle the complexities of retirement planning. She enjoys supporting those preparing for their next chapter and those already enjoying the rewards of a well-planned retirement. Nearly two decades in the financial industry has taught her that achieving true security in retirement goes far beyond simply saving money; it encompasses every emotional and practical financial decision we make on the way to a fulfilling life and legacy.   

Prior to becoming a partner at Hooz Wealth Strategies, Ann’s early experience in service and operations helped shape the thoughtful, detail-oriented approach that continues to shape the way she serves clients today. As the world of automation continues to evolve, Ann believes that delivering a truly personal and dependable client experience requires trust, responsiveness, and genuine human connection.

Ann has been an agent with New York Life since 2011 and is currently a partner at Hooz Wealth Strategies and Insurance Solutions, LLC. She is a Financial Services Professional and holds the Certification for Long-Term Care (CLTC) and the Retirement Income Certified Professional (RICP) designations.