Anne has worked in the personal financial services industry for over 20 years. Six of these years have been alongside Chris and his growing practice. Anne’s focus on excellent client service and responsiveness to their needs mirrors the values of SquareKnot Advisory Partners. She has developed strong relationships with clients over the years and is an integral part of the SquareKnot team.
Prior to working in financial services, Anne had a career in group insurance, working for three of the largest insurers in the country as an underwriter and account manager. During every stage of her professional career, Anne has remained focused on clients and delivery of quality products and experience.
Anne lives with her family on the beautiful Connecticut shoreline. She serves as Co-Chair of Pilgrim Fellowship, a non-denominational teen service group. She also regularly volunteers in her local community. Anne and her husband Steve, enjoy time spent with friends & family and on their boat. They are preparing for an empty nest, as their son Carter prepares to graduate from high school.