Ann is our client services manager. She has worked with Dean and his clientele in various capacities for most of his career.
Her responsibilities include initiating accounts and maintaining all records, as well as office management and scheduling.
Ann's career experience also includes banking and bank trust department work.
Ann lives in Irondequoit, NY. In her free time Ann enjoys yoga classes, gardening, spending time with her husband and family, and keeping in touch with her three grown children.