I recently celebrated 11 years in the financial services industry with Peregrine Wealth Strategies. Both Peregrine Wealth Strategies and our clients benefit from my hard working nature and my follow through.
As a financial consultant, I enjoy guiding clients to make informed financial decisions that apply to investing and retirement. I take pride in connecting in a friendly, clear manner and engaging clients in planning strategies to help them work towards their long term financial goals. One of my intentions is to help take the fear out of the picture, so clients can feel confident about their financial future.
I hold my Series 7 & Series 66 security registration with LPL Financial, as well as my Life and Health Insurance Licenses. Soon, I intend to pursue my CFP and Registered Principal License.
Aside from work, I love all things outdoors - especially hiking and bird watching, pilates, being with family and friends, and my dogs (my husband, Pat, and I have three - Jack, Levi, & Cody) keep me busy and enjoying life!
Anna's AR Ins #15712436