Anna Holowetzki
How do I help our clients Live a Richer Life®?
I believe a rich life is about having an abundance of options. As an associate advisor, my goal is to help clients understand their options, weigh the tradeoffs, and design financial plans that support them through their decisions, big and small. I consider it a privilege to partner with clients as their Personal CFO and enable them to Live a Richer Life®.
How do I align my time and money with my values and passions to Live a Richer Life®?
I find fulfillment and joy in family, nature, and sports. An avid tennis player, I enjoy participating in and advancing Portland’s tennis community. A dog owner, my weekends are spent finding new trails and long shorelines. And as a lifelong learner, I am eager to contribute to causes that support women’s education and advancement.