Anna takes pride in helping clients navigate complex situations, such as selling a business, transferring assets, or shaping a family’s legacy–all while holding true to their personal values.
Her career began at Palisades Hudson Financial Group where she helped ultra-high net-worth families execute sophisticated planning strategies to span generations. She was a contributing author to the first edition of “Looking Ahead: Life, Family, Wealth and Business after 55.” Most recently, Anna served as the director of financial planning for Horan Capital Advisors, providing comprehensive financial planning to business owners and executives.
Anna graduated from Vassar College with honors and was a General Course student at the London School of Economics.
Anna holds CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner designations. She has a Business Succession Planning certificate from the American College of Financial Services. In 2017, Anna received national recognition from the American College as a recipient of the Nextgen Financial Services Professional Award. In 2020, Covington Latin School honored Anna as a distinguished alumna.
Why Constellation
Anna has a strong belief that who you work with matters. Constellation takes pride in cultivating a team of experts and capabilities that will further advance her clients’ interests.
What Drives Anna
Anna is actively involved with several boards and committees, including Girls on the Run of Greater Cincinnati and the Cincinnati Estate Planning Council.
She enjoys hiking, camping, and spending time outdoors with her husband and two children.