Broker Check
Anita Golz

Anita Golz

Paraplanner

Anita spent most of her career as an educator and administrator, and brings her skills of organization and planning to her position as Paraplanner. Anita is Series 7 and 66 registered, held through LPL Financial, as well as Life, and Accident & Health insurance licensed. She works directly with Laura in assisting our clients. Some of her duties include meeting preparation, account opening, and client account management. She is the proud mother of two young men, Jacob and Matthew, and shares her home with her two cats, Paul and Max. In her spare time she enjoys sporting events, walking, biking, working in her yard, playing piano for her church, and spending time with her family and friends.