As a member of our Wealth Advisory Team, Annie provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Ann is a member of the firm’s Wealth Advisory Committee and leads the Client Administration Team. Prior to joining Vigilant in 2013, Annie was Senior Portfolio Administrator and Chief Compliance Officer at HeadInvest. She attended University of Southern Maine and earned her AS in Computer Information Systems from Casco Bay College. Annie holds the FPQP® designation through the College for Financial Planning®. She earned the Series 65 Uniform Investment Adviser Law License in 2008 and the ABA Wealth Management & Trust Certificate through the Center for Financial Training™. She is an avid runner and enjoys hiking, traveling, and spending time with her family. Annie has two adult children and resides in South Portland with her husband Faiz.