Intentional Finance LLC
Born and raised in New York City, Ann started her professional career planning to be an astrophysicist. After receiving her BA in Physics from Princeton University and her MS in Astrophysics from Caltech, she shifted gears into a 30-year career in the defense industry, as a systems analyst, later as a program and business unit manager.
In 2014, while enrolled in the University of New Mexico’s Executive MBA program, Ann made another major career transition. She decided to combine her long-term interest in investing with her extensive experience in planning and risk management to help individuals, couples, and families improve their financial lives. Ann loves to share knowledge with others and is passionate about helping people reach clarity and confidence around their finances, no matter where they are in their life’s journey. She particularly enjoys identifying and analyzing all the options available in her clients' current situation so they can make the best financial decisions going forward.
In her most recent career move co-founding Intentional Finance, Ann is excited to have created a firm that embodies the core values she feels are essential to providing the best financial advice, including a focus on the client's values and goals, professional expertise, transparency, and absolute integrity. She looks forward to developing long term relationships with her clients and helping them as they navigate the transitions in their lives in the years to come.
7770 Jefferson St NE, Ste 430
Albuquerque, NM 87109-4386