Meet our team
Personal Finance Advisor • CFP®️
Ann joined Opes in 2004 as a Mortgage Advisor when the firm offered integrated mortgage, financial planning and investment management services.
She was attracted to the opportunity to become a Personal Financial Advisor in 2006 to help her clients with their real estate decisions in the high-cost Silicon Valley area, and financial planning for their long-term goals. Ann chose to step away from the mortgage field in 2022 and is excited to shift to working with Opes Wealth.
Ann loves removing mystery about the financial world and financial practices to empower people to make better choices. Seemingly simple bits of knowledge to act with can produce better results and peace of mind for clients so that they can live the lives they want. Ann is excited to focus on this for her clients and others with the Opes team.
Ann worked as a Mortgage Advisor for over 35 years, most recently with Flagstar Bank, while working in concert with Opes Wealth as a Personal Financial Advisor.
Ann expanded her knowledge as a financial advisor by obtaining the Certified Financial Planner certification in 2010. With over 1B in career mortgage loan fundings, she has a unique understanding of real estate, real estate financing, and how to incorporate real estate as an asset class with financial planning.
Ann is an Indiana native from the Ohio River Valley, near Louisville, KY.
She met her husband, Howard, a California native, at the North Caroling School of the Arts where they were both ballet majors. They love ballet, are patrons of the arts, and live in San Jose. She completed the role of President of the Board of San Jose Dance Theatre in January 2022, after serving for 3 years. SJDT is a 501c3 ballet academy and performing company. Ann enjoys strength training, learning and teaching about financial things, and laughing at her husband’s humor.