Anne is a trailblazer in seamlessly integrating financial planning with portfolio management. With extensive experience as an investment counselor, wealth manager, and financial planner, she honed her expertise across stock brokerage, insurance, and investment advisory firms before founding Anchor Capital Management, LLC in Ithaca, New York.

Anne is passionate about working closely with individuals, couples, multi-generational families, and small institutions, helping them accumulate and manage wealth to achieve long-term goals. Over the course of her distinguished career, she has counseled hundreds of clients, understanding the challenges of saving and building net worth over time. Her commitment is to provide tailored guidance that aligns with each client’s unique definition of financial success.

Currently, Anne leads the Anchor Team and serves as an Investment Adviser Representative at Goal Vest Advisory, LLC. Many of her clients have not only achieved their financial goals but exceeded them, and Anne is proud to count many of these talented individuals as friends.