Anna Marie Trate

Caring, Kind and Experienced, Ann has dedicated her life to helping families in the Lehigh Valley accomplish their financial goals. She began her career in a bank trust department where she earned valuable experience. Fifteen years later she joined her father’s insurance practice and after working with him for ten years she became a self-employed financial advisor. Ann and her husband Bob raised two children and are enjoying spending time with their grandchildren. The Trate’s reside in Fogelsville, Pennsylvania.