Overview

At Sentinel Trust, Anna supports the delivery of investment, planning, fiduciary, administrative, and family office needs. An attorney and a CERTIFIED FINANCIAL PLANNER™ professional, Anna strives to serve clients through taking a holistic view of their financial and non-financial needs and objectives. She is also a member of Sentinel Trust’s health insurance task force, helping clients gather the information they need to select the best health insurance policy for their needs.

She is active with her Southern Methodist University and the University of Texas School of Law alumni networks serving the community and participates in trust and estate study groups locally. For the past several years, Anna has volunteered with the Houston Livestock Show and Rodeo’s Commercial Exhibits Committee in addition to volunteering with the Houston area Alpha Chi Omega Alumnae Chapter.

Professional Background:

  • Client Services Intern, Sentinel Trust Company, LBA, Houston, TX (2013–2015) – Assisted the Client Services group by performing substantive research, executing administrative improvements, and aiding the delivery of select family office services to clients.

Professional Organizations:

  • State Bar of Texas, Member
  • Real Estate, Probate and Trust Law Section of the State Bar of Texas, Member
  • Houston Young Lawyers Association, Member
  • Houston Estate & Financial Forum, Member

Education

The University of Texas School of Law, JD (2016)

Southern Methodist University, BA in Political Science and French, magna cum laude (2013)

Certifications

CERTIFIED FINANCIAL PLANNER™ Certification (2019)

IN THE COMMUNITY

Community Involvement:

  • Texas Law Houston Young Alumni Steering Committee, Member
  • Texas Law Alumni Association Class of 2016 Committee, Member
  • Texas Exes, Life Member
  • Southern Methodist University Hilltop Society, Member
  • Houston Livestock Show and Rodeo, Commercial Exhibits Committeeman
  • Alpha Chi Omega Houston Alumnae Chapter – Beta Zeta Beta, Former Executive Board Member
TALKS

Talks:

  • Kids and Finance: A Discussion of Joline Godfrey’s Raising Financially Fit Kids, Revised
INSIGHTS

On Watch – April 2019

The latest edition of On Watch is now available for download. This issue features articles about impact investing, preparing college-bound kids for financial independence, and why your online account reporting is so dated. Contributors to this issue are Josh H. Hall, Anna M. Ziemnicki, JD, and James C. Reed, CFA. To receive email alerts about…

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