Ann is a senior tax manager who joined the firm in 2025. She focuses on high-net-worth individuals, trusts, estates and private foundations. She has a wealth of experience in retirement planning, college funding and charitable giving. Ann earned a bachelor’s degree in American Studies from Lake Forest College, a master’s in Accounting Science from Northern Illinois University, and is a licensed CPA. She started her career at two of the largest international CPA firms and has rounded out her resume with time at several small and mid-tier firms. Ann enjoys building relationships with her clients to become their trusted advisor with respect to all aspects of tax planning.