Anne joined Davis Financial Planning in March of 2013. In 2014, Anne passed the CERTIFIED FINANCIAL PLANNER™ exam, and in June 2016, she will have 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.
As a Financial Planning Associate, and as she emerges as a Lead Planner, for Davis Financial Planning, 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.