Anna L. Green

Anna works from Middletown, Virginia, serving clients remotely in Virginia, Kentucky, and other states. She prioritizes understanding our clients and their core values. Anna strives to create and assist with implementing thorough financial plans that motivate clients to achieve their ideal lifestyles. Her goal is that clients leave every meeting feeling empowered and excited about their path and progress, knowing that their plan has been tailored to address the complexities of financial planning in a simplified format that meets their individual needs. She believes in doing the heavy lifting so that clients can thrive. 
 
Anna attended James Madison University on a Varsity Softball scholarship, where she graduated in 2014 with a B.S. in Health Sciences and a minor in Special Education. She transitioned to the financial industry and became licensed as a Wealth Advisor in 2018. 
 
Anna enjoys traveling with her husband, Morgan, and spending time with her loved ones. She volunteers her time coaching youth softball and is passionate about mentorship. When she has downtime, she’s usually at home with Morgan and their two pups, Dozer and Oliver, with her nose in a book.