Anna Curtiss

Anna ensures that the technical aspects of executing a financial plan from our end goes smoothly, striving to make your life as easy as possible. Her thoughtful, warm personality and attention to detail allows her to assist clients with onboarding and account maintenance with ease. Moreover, she helps clients stay connected to their advisor and is there to answer any questions you may have. Her hard work and dedication to clients and our firm makes her a valuable part of our team. She is incredibly diligent and committed to ensuring clients have the best experience as possible.

Outside of work, Anna enjoys camping, hiking, and backpacking with her husband and two children. She also enjoys reading and hanging out with friends and family.