March is Women’s History Month. Let’s Celebrate!
In honor of Women’s History Month, please join CREW Northern Colorado for a fun-filled social event. This is an excellent opportunity to connect with like-minded individuals and celebrate women within our community. This event will feature Ann Neal who is a Financial Advisor with SummitView Advisors. Ann’s focus and passion is helping women become financially independent with blending awareness around mind, body, and spirit with a financial plan. This interactive presentation will be one you do not want to miss!
Appetizers will be served and cash bar will be available.
Please RSVP so we can have an accurate headcount for the event.
Free for CREW members and $10.00 for non-members
This social is sponsored by:
Ann joined Summit View Advisors in 2020 because the firm’s values were right in alignment with hers: integrity, forthrightness, balance, kindness, and connection.
What makes Ann different from other financial advisors is her ability to create a solid vision based on generous listening skills and a deep interest in understanding where each client is coming from. Rather than transactional sales, she is a trusted partner on their journey. It is her mission to help them get to where they want to go, so she can celebrate with them when they get there.
In early 2017, Ann joined New York Life, but after 4 years there, she wanted to be able to offer more opportunities to her clients. Now, with Summit View Advisors, she’s able to be that fiduciary and financial advisor she wants to be. Ann takes a mindful approach with financial advising, blending an awareness around mindset with a financial plan.
Ann is passionate about helping women become financially independent. She believes that it is critical for each person to be in the driver’s seat of their financial well-being so they are never in a position they don’t want to be in because of money. She also loves working with DINKS (double-income/no kids) to help them leverage their situation so that they can accomplish what they want – whether that be retiring early or leaving a legacy to a cause they believe in. Ann believes that a strong financial foundation allows people to have choice in their lives. She is intentional, relationship-driven, compassionate, and caring with everyone she works with.