Anna brings to Apogee an infectious joy along with an impressive background in finance. She earned a bachelor’s degree in Business Finance and has been a financial analyst, a banker, a tax professional, a financial coach, and managed a national tax office to historical success. She’s a winner in all phases of her life and works tirelessly finding solutions for her clients.
The core of who she is resides in the depth of love and determination she gleaned from raising a son with special needs along with two beautiful daughters. She has a passion for helping families like hers and is actively pursuing the Chartered Special Needs Consultant (ChSNC) professional certification.
She is life and health insurance licensed in TX, SC, GA, MA and practices in the Katy/Houston area. Anna leads a large special needs parent support group and is active in her local church.