Anne Page is the Director of Client Services, a Certified Estate Planner (CEP^®)*, licensed Investment Advisor (Series 65) and commissioned California Notary Public. She joined Index Fund Advisors in 2009 and has more than 25 years of experience in the financial, investment services and management industry. Anne has demonstrated extensive expertise in the areas of investment operations, business technology, adoption, and development.

Anne focuses on implementing operational procedures compliant with industry standards, including regulatory and fiduciary practices, that are efficient and easy to follow. Her goal is to remove unnecessary complexities and promote operational efficiencies and deliver a positive client experience. In addition to managing a team of professional client service specialists, she collaborates directly with Mark Hebner, Founder and CEO of Index Fund Advisors.