Anna Haldeman, CFP^®

Anna joined Smith Salley as an Operations Specialist in 2021. She is a graduate from the University of North Carolina at Chapel Hill. During her undergraduate years, Anna earned a B.A. in Exercise and Sport Science, an Honors Laureate, and a minor in Entrepreneurship, which she completed while living and working in San Francisco’s Silicon Valley. It was while working in San Francisco that she gained exposure to both business operations and finance. Anna grew up in Greensboro and is thankful to have returned to her home town to work with the team at Smith Salley. She completed the Certified Financial Planner™ certification in 2023 and assists in the creation and execution of financial plans.