Ann is a financial consultant with over 30 years of experience, split between serving as a bank lender and in wealth and investment services. With this dual background, she serves as Synergy Investment Services’ program manager. Synergy Investment Services is the full-service investment branch of Synergy Bank, a community bank located in Houma. Ann has always had interest in the investing side of finance and today she is proud to use her knowledge to help clients with their personal financial needs. She has a broad enough background to provide guidance and solutions on matters from borrowing, investing, income planning, and taxes.
In addition to her varied background, Ann is also a CERTIFIED FINANCIAL PLANNER™ professional, one of the highest regarded certifications in the industry. By being a CFP® practitioner, Ann has dedicated herself to further education and a promise to always serve in her clients’ best interests. She is also a Retirement Income Certified Professional®, and her FINRA Series 6, 7, 24, and 66 securities licenses are held through LPL Financial . One of the driving forces for pursuing this education was Ann’s passion for retirement income planning. She has always enjoyed customizing strategies that seek to help clients maximize their income during retirement and extend the longevity of their portfolio and at Synergy Investment Services she is able to do that and more.
Outside of the office, Ann is deeply involved in her community and holds many roles including being a member and past board member of the Terrebonne Chamber of Commerce, serving on the Board of Directors at The Haven, and being a member of the South Central Industrial Association. In addition to her community involvement, she also enjoys gardening and cooking.