Ann has a passion for helping clients plan their lives with investment goals and planning. She formed Affinity Capital in 1995 after beginning her career as an Investment Advisor working for several major wire houses and as a Vice-President of Investments at RBC Dain Rauscher. Her clients have included high net worth individuals and families and corporate retirement and profit sharing plans and. She was appointed to her previous firms’ President’s Club and was a founding board member of the Women’s Council.
Ann is an appointed arbitrator for the Financial Industry Regulation Authority (FINRA). The firm does pro bono work for several nonprofit and charitable organizations. Ann is a former president and chairman of the National Association of Active Investment Managers (NAAIM), an industry group consisting of over 200 managers managing assets of over $15 billion dollars. She is on the Advisory Board of the Leadership Houston Endowment and the board of The Houston Museum of Health and Medical Science, serving on the Executive, Governance and Finance Committees and is actively involved in community and charitable groups. She loves to travel and ski and is an aunt to fifteen nieces and nephews! Ann has a passion for helping people.