“Learn from the mistakes of others. You can't live long enough to make them all yourself.”

—ELEANOR ROOSEVELT

Anna’s role at Badgley Phelps has evolved significantly since she joined the firm in 2018. Beginning as a financial planning intern, she advanced to associate wealth manager, earning both her CERTIFIED FINANCIAL PLANNER™ certification and Certified Divorce Financial Analyst® designation along the way. She later stepped into her current role as wealth manager and financial planner. Anna's commitment to her clients and their financial well-being has remained a constant throughout her career at Badgley Phelps.

Anna especially values working with clients navigating significant life transitions, whether going through a divorce or facing other important decisions where a trusted advisor can provide clarity and confidence. She is passionate about helping clients solve complex challenges and providing thoughtful, practical guidance that empowers them to make informed decisions and work toward their goals.

A Puget Sound native, Anna enjoys discovering new places to dine around Seattle, traveling to new countries, and staying active through Pilates, running, and skiing. She is also an avid music lover and frequently attends live performances.

EDUCATION

• Bachelor of Arts, University of Washington, Seattle, WA

INVOLVEMENTS

• Mentor, University of Washington Department of Economics
• Member, Financial Planning Association