Anna Marie Rogers

AREAS OF EXPERTISE

Anna Marie Rogers is the Office Manager at Woolston Consulting Group, LLC.

Anna Marie has over 23 years of experience in CPA firm administration.  She leads the administrative staff, is in charge of firm-wide daily operations, and assists in the tax administration. Anna Marie is the liaison for Woolston Consulting Group, LLC’s high net worth clients, and is an integral part of the family office group.

Anna Marie also serves as the Client Relationship Manager of Salvus Wealth Management LLC. She has over 23 years of experience in assisting high net worth clients and is the liaison for all client relations ensuring exceptional client service. In this role, Anna Marie 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 Marie started her career with a medium-sized accounting firm in Asbury Park, NJ in 1985 as a receptionist and worked her way up through the firm to become the executive administrative assistant in the Management Advisory Services division.  She was then the office manager at a consulting firm in central NJ before joining Woolston, Koerner & Co. LLC in 1998.

EDUCATION & MEMBERSHIPS

• The Stuart School of Business Administration – Executive Secretarial Diploma
• National Social Security Advisor
• CPA Firm Management Association
• Society for Human Resource Management
• St. Rose High School Parent Teacher Association – Former Legislative and Licenses Chairs