Anne serves as the Operations Manager for Delyon Wealth Management and has years of experience with customer service and administration. As an operations manager, she has many responsibilities like greeting clients, processing paperwork, scheduling meetings, and ensuring an efficient onboarding process for all. It gives her great satisfaction knowing that she’s enabled clients to manage their financial resources more efficiently.
Prior to this role, she was the Director of Membership & Programs with the Roseville Area Chamber of Commerce. Before that, Anne served in the United States Air Force for 8 years, stationed at Edwards AFB. The military was a great training ground and taught her discipline along with attention to detail, both of which transfer well to this industry. She is passionate about developing positive relationships with her clients and welcoming them with her friendly demeanor. She is an invaluable asset to this firm and our clients.
Anne was born in Redding, CA, but has lived and traveled all over the United States and Europe as the daughter of an Army officer. She has lived in Roseville since 1996 and is the proud mom of two children. She enjoys being a dog mom to her adopted Pitbull, Rocco. In her free time, Anne loves to travel and garden.