Our Client Services team helps ensure that your every interaction and transaction regarding your investment accounts, insurance, and financial plan runs smoothly. The team enjoys getting to know each client individually as it provides top-notch customer service. It is available as a friendly and knowledgeable first point of contact for your day-to-day inquiries, and you won’t meet a nicer group of people.
Before joining the BerryDunn Wealth Management team, Jess worked for the tax services group at BerryDunn (our affiliated accounting firm). She is active in Cornerstone Baptist Church in Scarborough, Maine, in both the music and children’s ministries. Jess resides in Scarborough with her husband, Matt, and their two sons.
Before joining BerryDunn, Anne worked with AIFG Capital Consultants in Latham, New York. She is on the board of directors of FAMA ministries, a nonprofit organization whose mission is to rehabilitate, restore, and protect the families in the Great Lakes Region of Central Africa, and she is a member of the First Baptist Church in Portland where her husband Michael is an associate pastor. Anne has three children and seven grandchildren, and her hobbies include scrapbooking, biking, gardening, and travel.