Ana Osorio has served in the financial services industry for over ten years. Her professional passion is to serve the insurance and financial services needs of families and small businesses with excellence.
Ana has over ten years of experience in providing professional tax and bookkeeping services, specializing in QuickBooks Online bookkeeping and payroll. She is a registered representative associated with H.D. Vest Investment ServicesSM, an independent insurance agent representing a variety of top-rated insurance companies, and an independent employee benefits broker.
Ana has a passion for learning and personal development. She is currently pursing her associates degree in accounting and is studying to become an Enrolled Agent authorized to practice before the IRS.