Director of Client Reporting
Vanessa is responsible for the effective management of our client performance reviews and facilitating client tax reporting information. She is also responsible for implementing the firm recommendations for non-discretionary accounts and manages the 529 and annuity business. Prior to joining McGowanGroup Asset Management, she worked as a Financial Consultant for AXA Advisors, LLC. There she worked for four years as a member of the Retirement Benefits Group, where she specialized in annuities, insurance, and college savings plans. Vanessa graduated from The University of Texas at Austin with a BBA in Finance in May of 2007.