Anna is a Director in Pathstone’s Bellevue Office focused on wealth transfer strategies. She is an attorney with over 13 years experience advising complex multi-generational families. Anna works with clients to create understanding and engagement across generations. Anna is uniquely situated, as an advisor and former trustee, to bring simplicity to complex estate planning and contemplate trust execution with client goals at the forefront.

Prior to Pathstone, Anna was an advisor and wealth strategist at Ascent Private Capital Management, a multi-family office within U.S. Bank for the ultra high net worth. She worked with a large pacific northwest family with numerous trusts and multiple family business structures. This experience engrained in her the importance of family history and family values in estate planning.

Anna graduated magna cum laude from Seattle University School of Law. She is a member of the Washington State Bar Association, Seattle Estate Planning Council, and Washington Women in Tax. She is also a Certified Financial Planner.

Anna lives in West Seattle with her family and enjoys gardening, biking, walking and the overall beauty of the Pacific Northwest.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.