Client Service Manager
Ana rejoined Legacy One Financial Advisors in 2020 as a Client Service Manager. Ana’s work in the finance industry began when she joined Kevin Lange’s team in 2016 as part of the administrative support staff and earned her FINRA Series 6, 63 and insurance licenses. In 2018, Ana moved to San Antonio, TX and worked for a financial planning firm clearing through broker/dealer Commonwealth Financial Network®, before moving back to Austin and rejoining the Legacy One team in July of 2020. Ana loves serving our clients with enthusiasm, efficiency and promptness.
When she is not in the office, Ana enjoys cooking, reading, watching Texas Aggie football and crossing local restaurants off of her bucket list. When she is not in Austin, she enjoys visiting her family throughout Texas and loves to travel as often as she can.