Ann M. Duane

Senior Licensed Branch Office Administrator

Ann works alongside financial advisor Harold Wenger as a Senior Licensed Branch Office Administrator, providing essential support in administration, operations, and compliance. She also assists with financial advisor sales, handling trades, rebalancing, annuity transactions, and other necessary duties.

Ann excels in new client onboarding and promptly attends to client service requests, ensuring a seamless and efficient experience for all. As a highly experienced client associate with over 20 years of expertise, her dedication to fostering strong client relationships has earned her a reputation for her attention to detail, credibility, and excellence.

Caring and diligent, Ann strives to communicate clearly with her team while directly addressing client questions and concerns. She takes great satisfaction in witnessing a client’s progression over time and the positive impact that aligning their financial future with their dreams has on their lives.

Ann is a lifelong resident of Lancaster and maintains a deep connection to her community. In her free time, she actively engages in the lives of her family and friends, demonstrating her genuine interest and support for individuals across all generations.