Biography
Ann works with clients on a wide range of estate planning matters, including drafting wills and trusts, advising on estate tax strategies, and guiding executors and trustees through the estate and trust administration process. Ann obtained her J.D. from the Campbell University Norman Adrian Wiggins School of Law, where she was a member of the Campbell Law Appellate Advocacy Team and a recipient of the Order of Old Kivett award. Prior to attending law school, Ann worked as a registered financial planner. She draws on that experience to guide clients through complex estate and financial matters with precision and insight.
Areas of Focus
+Trusts & Estates
Credentials
+Certifications
Series 7 and 66 qualified by examination (2020), formerly registered with a FINRA-member firm
+Education
Campbell University Norman Adrian Wiggins School of Law, J.D., 2025
Duke University, B.A. Public Policy, 2010
+Professional & Community Activities
VITA Pro Bono Clinic- Volunteer, 2025
United Way Board Member, 2025
United Way Review and Allocations Committee Member, 2023, 2025