Anne Vardan
Paraplanner
B&E welcomed Anne in April 2024. Anne has been in the financial services industry since 2007 and has worked at large financial institutions in numerous capacities; including operations, compliance and supervision, and sales support.
In her role as Paraplanner, Anne likes “handling the ‘nuts and bolts’ of financial accounts and executing the necessary steps for a client’s Financial Plan.”
This former ballet dancer enjoys spending time with her three kids, cat, and boyfriend. This might include hiking/camping, cooking, or watching true crime shows.
