Ann Long

As a financial advisor, I have a passion for helping individuals, families, and businesses take control of their financial futures. With almost 15 years of experience in the industry, I specialize in guiding clients through investment strategies, retirement planning, and wealth management. Whether you are planning your retirement, changing jobs, saving for your children or grandchildren's education, or looking to preserve your wealth, I can help. I believe in building strong, trusting relationships with my clients, and offering personalized financial advice that's tailored to their unique goals and needs. I work as part of a collaborative team that is committed to delivering personalized, comprehensive financial advice. By combining our expertise, we're able to provide clients with clear, actionable guidance tailored to their unique goals and needs. Our focus is on helping clients make informed decisions and achieve long-term financial success. Before entering the financial services industry, I graduated from the University of Nebraska at Lincoln with a degree in Finance. In addition to helping my clients, I am committed to helping my community grow. I am involved with Leadership Kearney, Junior Achievement, and youth activities in my community. Outside of my work, my husband Matt and I live in Pleasanton with our three children. We enjoy spending time outdoors and together making memories.