After several years of staying home to raise children, Ann made the decision to return to the workforce. Her passion for entertaining, making feel people feel comfortable and serving others, is what gives her joy in coming to work each day. Assisting in a way that keeps the office organized and running smoothly comes as a natural ability after raising five children. Ann is proud to be part of such an amazing Financial Team. Serving our clients is a pleasure, and she is here to help in any way she can.
Ann studied Early Childhood Development at La Serria University. She has 18 years of experience teaching, as well as eight years of experience working in the Financial Advising field.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.
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