Ana is a Chartered Retirement Planning Counselor™ (CRPC™) and an Accredited Portfolio Management Advisor™ (APMA™). She holds the Series 7, 66 and Texas Insurance licenses. Born & raised in Tuscaloosa, Alabama, Ana earned a Bachelor of Science degree in Finance and in Marketing from Alabama University.
Ana’s primary role is to assist financial advisors in preparing financial plans for clients. Her responsibilities include gathering and analyzing data, researching investment options, creating investment strategies, and preparing client reports, illustrations and presentations.
Ana is an avid Alabama Football fan and in her spare time she enjoys playing pickle ball, running, spending time with family on the lake, wake boarding, surfing and skiing. She also actively allots time to community service programs by volunteering with the “I Can Still Shine” organization, Tarrant & neighboring Area Food Banks and is a routine donor to Cooks Children’s Hospital, Toys 4 Tots and to the Salvation Army’s “Angel Tree” program.