Almost anything you are going through or are dealing with, Anne has seen or experienced before. At 24, she took a calculated risk and purchased her first CPA practice. Between student loans and the practice purchase, she was $210,000 in debt. Through hard work and determination, the risk paid off. Over the past 35 years, she has purchased four additional practices. The boutique firm that Anne has created garners a high level of respect in the community. Entrepreneurial, committed, and fiercely loyal, she has been a trusted advisor for so many over the years.
Since 1985, Anne has continuously served the greater seacoast community through her work on several not-for-profit boards and committees. She has raised awareness, built coalitions, rallied resources, and raised a staggering amount of money. When there was no one providing workforce housing, she started a housing model committed to helping the tenants secure permanent, affordable housing of their own. The “Teach a Man to Fish” model garnered national attention and has been replicated in other areas of the country.
When you have any kind of conversation with Anne, her commitment to the environment runs through the fabric of everything she does. From reusable paper towels and bees wax food wraps, to counseling clients on the tax and financial benefits of green accounting, Anne makes mindful and deliberate choices that improve our global environment.
Anne describes herself as a lifelong learner, world traveler, and dog lover. She has traveled extensively to view threatened wildlife and be immersed into other cultures. When asked why she travels, the answer is always the same: “To meet new people, look at their stuff and try their food.” From trekking to view wild pandas in China, hiking in Madagascar rainforests to see the elusive AyeAye, cage diving off the coast of South Africa to see the Great White Sharks up close, she is always up for adventure. Someday she will get to New York City and California, but for now her next trips include Zimbabwe, the Australian Outback, and Antarctica!
Anne lives in a geothermal house with her husband Jeff and their pack of short legged dogs.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.