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Ann Reagan

Client Services Coordinator

623-975-7589

Ann joined the Arizona team in 2008 and quickly mastered her supportive role on the CPA and wealth management sides of the business. Within two years, she settled into the new role of Executive Assistant to David Monheit. As the business grew over the years, she was a natural fit to ensure all departments were in harmony as Client Services Coordinator. 

Since joining the firm, Ann has completed the FINRA Series 7 and 66 exams and also holds the Life and Health Insurance license for Arizona and California.

Ann is a devoted wife and mother who enjoys traveling, entertaining friends, kayaking, and spending time with her family.

Licenses

  • FINRA Series 7
  • FINRA Series 66
  • Arizona Life and Health Insurance
  • California Life and Health Insurance