Anna joined Castle Wealth Partners in 2022 and is our client's first point of contact. She strives to put their experience at the focus of each day and understands the value of a personalized approach for all.
Anna developed her experience with Client Services while working in the Auto and Residential Real Estate industries in her roles as a Sales Consultant and a Client Care Coordinator, respectively. Each of these fields provided her with insight into the retail and client perspectives of larger investments and the intricacies of legal contracts.
Anna spent two years in the auto industry assisting customers with purchases and leases of new and used vehicles and the associated financing processes. As a Real Estate Client Care Coordinator for two years, Anna guided prospective buyers through the mortgage qualification process and choosing the mortgage program that would work best for their families. She educated clients on structuring offers and wrote and reviewed all buyer/seller contracts. These opportunities fortified her passion for being a resource, ally, and advocate for every client.
After college, Anna was a Laboratory Coordinator at Q2 Solutions, performing record keeping, quality control, and viral load testing for clinical trial studies pursuing FDA approval.
Anna is an Atlanta native and attended Young Harris College. In her free time, she loves to garden, attend shows at the Fox, hike Kennesaw Mountain with her two dogs, and jet off to Disney World any chance she gets!