Anne launched her own firm, Integrated Financial Coaching and Planning in January of 2023 in order to blend the coaching and planning for clients to provide them with the support they need on their full financial journey.
Prior to opening her own firm, Anne worked with Davis Financial Planning from March of 2013-December 2022. Anne passed the CERTIFIED FINANCIAL PLANNER™ exam in 2014, and in June 2016, she met all requirements for the designation. While pursuing her certification, and prior to moving to Asheville, Anne spent several years working as a librarian, where she was responsible for leading technical services and archive teams at the State University of New York at Oneonta, the National Baseball Hall of Fame and Museum, and the Mashantucket Pequot Tribal Nation’s Research Center.
Anne engages with clients to facilitate the financial planning process by educating clients on all aspects of their financial lives using a holistic approach. Since joining the firm in 2013, Anne has contributed to supporting the needs of our diverse and growing client base through the on-going financial planning process. Anne loves working with clients. She states that helping clients reach their financial and personal goals makes it easy and exciting to come to work each day.
Anne has a B.A. in Religion from Gettysburg College and M.I.L.S. from the University of North Carolina at Chapel Hill. She completed the CERTIFIED FINANCIAL PLANNER™ courses at the State University of New York at Cobleskill.
When not working, Anne enjoys exploring the city of Asheville and surrounding areas, yoga, water aerobics, walking the hills, flat water kayaking, reading, and enjoying time with family and friends near and far.