As a certified public accountant for more than 30 years, Ann is an expert tax professional and is proficient on the tax code and all its ramifications. She advises clients and specializes in preparing complex returns for individuals, trusts, real estate and all other partnerships. She has been known to say that everyone has a ‘burning tax question’ and is well-equipped to offer an answer based on their specific situation. Ann’s depth of knowledge, experience and expertise in tax planning, preparation and review is an invaluable asset to her clients. She enjoys being a mentor and advocate for younger employees and those just starting out in their careers. Ann also serves on our Her Wealth® Executive Committee and advises our Her Wealth® Advisory Board.
Previously, Ann served as a Principal and Senior Tax Advisor at Bridgewater Wealth & Financial Management, where she worked for over 30 years prior to the firm merging with The Colony Group.
Ann earned a Bachelor of Science in Business from the University of Maryland. She earned her CPA in 1981.
Married with four children, Ann genuinely enjoys the level of engagement, fast pace and adrenaline that’s freely on tap during tax season.