A life is not important except in the impact it has on other lives.
Born and raised in Philadelphia, Anna moved around before settling in Newark, Delaware. She now resides closer to her alma mater, the University of Delaware, where she received her Bachelors of Science degree in Environment Science with a minor in Women’s Studies.
Anna worked for HSBC Bank for 10 years and ran several offices as manager. With 12 years in the financial and real estate sector and an additional 5 as a financial and insurance representative, Anna takes a holistic approach to her work. She grew up in a team environment, and believes building sincere relationships is key. Anna’s strategy is to teach others how to understand their financial situation and not be intimidated by it. Anna comments: “It is important to me to know the client is comfortable and fully understand their decision.” She provides a roadmap for her clients’ goals and together they work toward achieving them. Anna teaches her clients that it is not just about planning for the obvious, but also walks them down the path of understanding the repercussions of not acting.
“I have a sincere interest in my clients, many of whom I consider to be my friend. I love seeing the excitement of being a part of a new birth, a marriage or a retirement. I weep when I a client passes and I’m there holding their hand through a divorce. I do this because I make a significant impact on those who I take on as clients and their families. I change people lives and I’m proud of that!”
Anna is very involved and holds many positions within her community. She is both Board of Governor and Spirits Committee Member for the University and Whist Club. Anna is also a committee member for the Annual Nun Run Fundraiser for Little Sisters of the Poor and for the annual Heart Ball and Go Red Luncheon for the American Heart Association.
For fun, Anna enjoys a good UD football game and tailgate. She loves escaping with friends and hiking to an overlook. Because she is always so attached to her technology, she loves an opportunity to detach and sit around a campfire after a long day of hiking. Check the background of this investment professional on FINRA BrokerCheck.
Gateway Financial Partners
123 E. Green Valley Circle
Newark, DE 19711