Anna manages client relationships and assists with the firm’s financial planning efforts.
Before joining Obermeyer Wealth, Anna helped run an insurance agency through Liberty Mutual Insurance. In this role, Anna built partnerships across Colorado and helped to educate her clients to make sure they were set up with proper coverage limits to support their long-term financial goals. Anna obtained her CFP® certification in 2025, and uses this knowledge to create thoughtful and detailed financial strategies for clients. Anna graduated from the University of Oklahoma with a BA in business administration, finance.
On a Personal Note
Anna is part of a big family, and enjoys spending time gardening, cooking, and spending time at Wash Park.
