Broker Check
Ann Wood

Ann Wood

Financial Professional / Seminar Director

Ann Wood, our Seminar Director is responsible for resident education. She joined our firm as a financial professional to help doctors and medical professionals learn critical lessons on how to save on taxes and build strong financial plans. After working as a senior manager in the wholesale industry, and a move to Connecticut, she changed careers in order to focus on helping others with making sound financial decisions. 

She received a BSB from the Carlson School of Management from the University of Minnesota. In her free time, she also enjoys spending time with her family doing all things related to the outdoors and is a passionate art enthusiast.