Ann joined Schwartz & Hofflich LLP  in 1981 and was named the firm’s first woman partner in 1989.

She specializes in financial planning and investment management in addition to providing tax and accounting services.  Her individual clients range from those starting out, to retirees and individuals who are on the path to retirement.  Ann works with the self employed and business owners, assisting them with their tax and financial goals, and helping their families with investments, cash flow, retirement and estate planning.

Ann was recognized in the National Register’s Who’s Who in Executives and Professionals for 2006-2007, and was accepted by International Who’s Who of Professionals in January 1997.  She was named to Worth Magazine’s list of the 300 Best Financial Advisors for 1998 and to its list of the 250 Best Financial Advisors in 1999, 2001 and 2002.

In 2003, she was a contributing author for the book Tips From The Top: Targeted Advice from America’s Top Money Minds, a comprehensive money guide developed from a panel of over 100 of the country’s top-practicing experts in all areas of personal finance. In May 2005, she was awarded the CSCPA Service Award in recognition for her work on behalf of the CSCPA Investment Committee.

Ann has appeared on various programs on Fox News Channel and in 2005, she appeared on the Nightly Business Report on PBS. She is also a past member of the editorial advisory board of the Journal of Accountancy.

Contact Information

203-847-4068, Ext. 131

ajevne@shcpa.com

Certifications

  - Certified Public Accountant in Connecticut

  - Personal Financial Specialist (PFS)

  - Certified Financial Planner® (CFP)

  - Certified Divorce Specialist (CDS)

  - Accredited Estate Planner (AEP)

  - Life, health and disability insurance agent

  - Registered investment advisor

Professional Affiliations

  - American Institute of Certified Public Accountants

·         Professional Liability Insurance Committee

        (Past member)

·         PFP Division’s Member Services Subcommittee (Past member)

·         2006 PFP Conference Committee (Past member)

  - Connecticut Society of Certified Public Accountants

·         Board of Directors (President:  May 2009 - May 2010)

·          Investment Committee (Member and past chair)

·         Personal Financial Planning Committee (Member and past chair)

·         Trust, Estate and Gift Taxation Committee (Member)

·          Board of Governors (Past member)

·          Board of Directors (Past treasurer and chair-elect)

·          Awards Committee (Past member)

·         Personal financial planning conference

        (Past co-chair)

Education

  - Bachelor of Science, cum laude, Sacred Heart University

  - Certified Financial Planning diploma, College of

     Financial Planning, Denver, CO

Community Involvement

  - Estate Planning Council of Lower Fairfield County

    (Member and past president)