Contact Information
The first to admit she is a fan of “dad” jokes and not afraid to use them when appropriate, Anna’s sense of humor and outgoing nature help her get to know clients better. Her serious side allows her to stay fanatically organized and focused, adding to the great overall experience she provides.
In 2021, Anna started her public accounting career advising real estate partnerships on tax issues. She’s since turned her focus to high-net-worth individuals, assisting them with the complex tax planning and compliance issues often associated with family wealth and estate planning.
- Involved in training for the firm’s Tax Practice; member of the Business Development Team and Social Committee
- Ohio Society of CPAs
- American Institute of CPAs
- Rainbow Babies and Children’s Hospital (Volunteer)
A Cleveland girl forever, Anna grew up in Bay Village and now lives in Lakewood, Ohio. She’s a huge fan of Cleveland sports and covets her Browns season tickets she’s had since the 2018 season. Her other passions include reading and just being with family and friends.
Credentials & Education
- Certified Public Accountant (Ohio)
- Master of Accountancy with a concentration in taxation, John Carroll University
- B.S. in business administration and accountancy, John Carroll University