Meet Our Family
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
THE FAMILY WEALTH ADVISOR FAMILY
Financial Services Coordinator
Anna Vollenweider is our Financial Services Coordinator. She is actively licensed in Life & Health Insurance. She has 30 years of accounting experience. She assists Jeff Biro on a daily basis with client issues and requests.
Anna graduated with Honors from the University of Missouri-Kansas City where she earned a Bachelor of Science in Accounting.
In her free time, Anna enjoys spending time with her family and friends, and traveling to explore new places and interests.
Phone: (480) 969-5667
Fax: (480) 969-0079
E-mail: [email protected]