TCWP Team Member

Anna M. Jarusan


Anna joined HT|TC Wealth Partners in 2023, working closely with advisors to respond to client insurance needs. Previously, she was Director of Insurance Operations and Practice Manager for EFG Advisors overseeing the firm’s management and business practices. She began her tenure with EFG in 2002 as an Account Manager, handling insurance and investment-related client services.

Anna holds FINRA security licenses Series 6 and 63 and Life, Accident, Health, Long-Term Care, and Variable Insurance licenses. She enjoys traveling, spending time outdoors, archery, and the creative arts in her free time.

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