Anna joined Wealth Design Partners in 2008 and has over 20 years of experience in administrative and operational roles within the financial advisory field.
Striving for excellence every day, she manages a wide range of administrative and operational matters from account maintenance, service requests and client communications to preparing and processing important documentation. Prompt, thorough and detail-oriented, Anna’s goal is to always make working with us an easy and effortless experience for the customer.
Anna grew up in Northeast Ohio and currently resides in Hinckley with her husband Steve and their 7-year-old daughter, Zoe. When she is not in the office she enjoys spending time with family, cooking and gardening.
Ron serves a valuable role for WDP as an event coordinator and manages the schedules and resources of the organization. Personal interests include NASCAR, spending time with family and Akron Zips football.
As a graduate from the University of Akron with a double degree in Human Resources and Sales and a minor in civil law and business information systems,Cristan helps each of the clients of WDP to receive the help they need. Personal interests include fine wine shared with friends and spending time with her daughter.