As a small business founder and owner for 14 years, Ann learned business operations from the ground up. Budget preparation, cash flow forecasting, financial reporting and tax planning are her forte. She gets tremendous satisfaction helping clients make sense of their books and understand those numbers that are driving their business.
Ann graduated from Smith College and holds a Master’s Degree from the University of Delaware. She is a FINRA-certified Investment Adviser Representative (Series 65) and past manager of the Connecticut Venture Group. She has also served as Executive Director for Connecticut Association for the Gifted and Treasurer of Hartford Preservation Alliance. Ann lives in New Hope and is always looking for truly deer-resistant plants.