Anita manages the details and the updating of our management program by reporting to Mark on 401(k), 403(b), TIAA/CREF and annuity accounts. She confers with Mark, Peter, Boyan and Chad, reviewing with them the available options within the various fund and annuity companies. Anita then works with the team to implement the changes to accounts and completes these tasks in cooperation with Mark and our broker-dealer.
Anita assists clients with questions regarding the processing of annuity applications and account service forms and is always available for questions and assistance.
Anita has two sons. She also enjoys her time with her 4 grandchildren. When not spending time with her family you can find her in her garden or enjoying painting.