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Ania Karcher

Ania Karcher

Director of Client Services

Ania Karcher, Director of Client Services, was inspired by an older sister to explore a path in financial services. From the start, she has felt fortunate to be part of the team, helping clients realize their financial dreams and instilling the peace of mind having a sound financial plan brings. Every day she acquires new knowledge and insights, and finds opportunities to support the team in guiding clients in their financial future.

Assisting with business operations and supporting the creation of financial plans for clients in her role as Director of Client Services, Ania appreciates the team's dedication to truly getting to know clients. This focus and ultimately, intimate knowledge, ensures fully customized plans that meet each clients’ unique perspective and unique considerations. Staying involved and helping adjust or realign that financial path over time, the team is committed to the client for the long-term, not just for their financial concerns, but to assist as they can with whatever life may bring. Being proactive and focusing on every detail of a clients’ portfolio ensures service, solid communication, and the feeling that every client is an only client.

Ania graduated from the University of Delaware with a degree in Economics and Political Science before moving on to work in Investment Banking through roles at BNY Mellon Corporation and Goldman Sachs. Prior to that, she completed study abroad programs in Paris, France and Sophia, Bulgaria.

Ania enjoys spending time with her husband and they recently welcomed their first child, son Ryder. While Ryder garnishes most of the attention these days, Ania also enjoys the company of their German Shepherd, Scarlet, and friends.  She loves travel, hiking, photography, and stays active through Crossfit.