In her role as Client Associate, Ann is responsible for managing and maintaining select client relationships, collaborating with the firm’s wealth counselors and research analysts to develop and deliver long-term financial planning to help clients build and preserve their wealth. Strategic and entrepreneurial, Ann helps to develop evidence-based solutions for every client she serves.
Before joining Versant Capital Management, Ann was a Client Services Manager at Barnes Investment Advisory, a Registered Investment Advisory (RIA) firm in Phoenix. There she provided analytical, investment, and ongoing service support to the firm’s clients. This experience helped ensure a seamless and successful transition to Versant Capital Management, where Ann now oversees multiple client relationships.
Ann spent the first part of her career as a public service advocate. After graduating from college, she served in AmeriCorps VISTA at the American Red Cross. She traveled throughout Arizona speaking to low income and refugee groups about Red Cross services that were available to them. In addition, Ann worked for two local non-profit organizations, Coyotes Charities, and John C. Lincoln Health Foundation.
Ann is a fifth generation Phoenician who has also lived in Tucson and Prescott. She graduated magna cum laude from Northern Arizona University, where she received a Bachelor of Science in public administration.