Current Role and Professional Background:

As a Financial Planner, Anna works with our Senior Financial Advisors to address our clients’ financial advisory needs, prepare financial plans and analyses, and service client accounts. Prior to joining Goodman Financial in 2014, Anna interned with Merrill Lynch where she assisted financial advisors and wealth managers with client acquisition activities and daily business operations.

Education:

Bachelor of Business Administration in Finance, University of Houston 2014, Magna Cum Laude