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Anne Webster Retires from Beltz Ianni & Associates
Please join the team at Beltz Ianni & Associates in extending best wishes to Anne Webster, who has retired after 36 years of service as our office administrator.
Anne has been an indispensable figure at Beltz Ianni since our inception. Each client and colleague benefitted from her compassionate, can-do attitude.
Through her time as the administrative assistant to our Individual Solutions team, Anne used her focus on client support services and administrative efficiencies to provide optimal care for all clients. The efficient functionality of our office is beyond evidence that Anne made it a priority to give generously of her time and experience to ensure this. We recognize and appreciate her dedication to the support she has provided over the years, as it has helped build and strengthen our company.
Anne has passed the torch to Beltz Ianni’s newest hire, Lindsay Valentino. Lindsay is an administrative assistant for Beltz Ianni with over 14 years of knowledge and experience in the financial services industry.
Thank you, Anne, for your astounding contributions to our team. We will certainly miss you, and we hope you enjoy your future adventures with your family during your retirement.
Archives
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Anne Webster Retires from Beltz Ianni & Associates
January 11, 2022
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Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
October 20, 2021
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Beltz Ianni Advisor Earns Designation of CFP®
August 18, 2021
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Beltz Ianni & Associates Makes List of Top DC Advisor Teams for 2020
July 8, 2021
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Bob Newton and Michelle Cannan Discuss Benefits of Retirement Education
September 24, 2019
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