A little about Annie …
Daughter of a father in the service industry, and a mother operating her own practice as a Certified Public Accountant (CPA), Annie’s “small town” upbringing came with real world experience. Seeing and speaking to Annie you’ll understand quickly that she’s engaging. She cares about you, and how she can help. Much of that comes from meeting people through her family’s business, and helping them deal with taxes – one of only two certainties in a person’s life.
Surrounded by family in the Tri-State Area of New York, New Jersey and Pennsylvania, she can tell you the pluses and minuses of growing up in a Delaware River Town. Better yet, she enjoys hearing about you. Building relationships. Establishing a rapport, even though her time in your life may be limited to a transaction – business formation, real estate closing, or representation in court. Still, the hope is always that she becomes your point person – your “go to” if the need for representation arises, even if she’s referring you to a contact.
Personally, Annie resides her in hometown of Matamoras, Pennsylvania. Eventually expecting to reside in either New York or New Jersey, she believes that her personal ties to the Tri-State area drew her back. Much like with Bill, her family ties sits atop the list. That, plus the ability to serve her hometown community using her ever-expanding knowledge and skills.
… her education
Academically, Annie attended and graduated from Delaware Valley High School in Milford, Pennsylvania. Maintaining a solid GPA she earned her admission to Kutztown University, where she balanced academics with extracurricular activities. Those activities included:
- Student Government, Board Member
- Theta Phi Alpha, Member and New Member Educator
- United Greek Council, Executive Board Member
Graduating Kutztown in 2015, Annie took her Bachelor of Science Degree in Criminal Justice, with a Minor in Political Science, to the UMass at Dartmouth School of Law. Accepted as part of the Class of 2019, she excelled; in her second year Annie was selected to serve as a Legal Skills Instructional Assistant. Teaching first year students the “ins and outs” of legal research, writing and annotating allowed her to connect with her classmates, and set them up for success. Yet, she didn’t stop there. Through work-study and off-campus legal experience in an area law firm, she gained first-hand knowledge of law and its application.
… her professional experience
Having worked with lawyers in Massachusetts and New York, Annie brings a wealth of experience in transactional matters. From researching real estate titles for the purpose of creating an abstract, to drafting business, real estate and estate materials, she’s learned in “hands-on” atmospheres. Internship experience in the Orange County, New York District Attorney’s office gave Annie a birds eye view of criminal law too. Working alongside seasoned professionals in and out of the courtroom, she’s familiar with the criminal law system.
Annie’s now barred in the State of New York. Having passed the Uniform Bar Examination, and pending admission in New Jersey. Possibly others. Then, over time, she’ll waive in to Pennsylvania. That way she can best serve the ever-growing client base throughout the Tri-State. After all, in this age of technology, people and business cross borders with the click of a mouse, or a tap of the finger.
Although not an accountant, Annie also brings experience related to the compilation and review of personal and business tax information in connection with a family accountancy practice. There she also helped manage office matters, making it easier to relate to clients operating their own business.