Registered Sales Assistant
Ann joined Northbridge Wealth in 2020 and previously held positions with Wilson Financial Group LLC. and A.G. Edwards & Sons as a financial advisor and registered client associate. She holds a Bachelor’s degree in Finance from Western Carolina University. A native of northern Minnesota, Ann has called Chapin, SC home since 2011. Ann enjoys spending free time on Lake Murray with her family and friends. She also enjoys cooking, traveling, and walking.
Equipped with a vast knowledge of investments and annuities, Ann assists the team in opening accounts and servicing clients as well as managing the daily operations of the Chapin office.