Anna Marie Rogers
Client Relationship Manager
Anna Marie Rogers, is the Client Relationship Manager of Salvus Wealth Management and is in charge of firmwide daily operations and administrative responsibilities. She has over 20 years of experience in assisting high net worth clients and is the liaison for all client relations. In this role, Anna has provided banking and billing assistance for clients and their families. She has assisted in insurance policies and claims processing, travel and scheduling coordination, record keeping and other various projects.
Anna is also currently the office manager for Woolston Consulting, LLC, a regional certified public accounting (CPA) and consulting firm in Red Bank, New Jersey. She oversees administrative staff, tax return processing and client billing. Anna is responsible for working in close liaison with Woolston Consulting LLC's high net worth clients and is an integral part of the family office group. Anna is also responsible for facilities management. Prior to that, Anna lead the administrative and client service teams in the high net worth group for Cowan, Gunteski & Co., P.A. Previously, Anna was the office manager at Woolston, Koerner & Co., LLC, a regional CPA and consulting firm.
Anna received her Executive Secretarial Diploma from The Stuart School of Business Administration and is currently studying for the Series 65 exam and has earned the designation of National Social Security Advisor. She has been involved with the legislative branch of Saint Rose High School PTA and led various fundraising activities including the annual clothing drive. In her spare time, Anna enjoys days at the beach with her family, running and taking care of her dogs and home.
Anna can be reached at 732-542-2629 or email@example.com.