Executives

ANNE GLASS

Chief Operating Officer

Anne Glass “I enjoy overseeing the day-to-day activities of the firm and refining our operational processes. This allows the CEO to focus on our future growth and direction and the professional/relationship team to focus on our clients’ needs. The goal is to keep everyone doing what they do best.”

Anne has been with the Firm since 2000 and possesses diverse administrative and operational experience from working within small entrepreneurial businesses to large publicly-held corporations. She utilizes her “integrator” skill set to fulfill the strategic goals and operational needs of the firm through communication, teamwork and “Keep It Simple” processes that allows everyone to work smarter, not harder.

Career

  • Over 30 years of administrative/project/operations management
  • Marketing/Executive, Century 21 Real Estate Corporation, Irvine
  • Office Manager, The Mike Ferry Organization, Irvine
  • Firm Administrator, Corbin & Wertz, LLP, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
  • Chief Operating Officer, Wertz & Company, LLP, Irvine

Education & Credentials

  • Business Management Certificate Program, Coastline Community College
  • Knowledge & expertise primarily gained through hands-on experience

Professional & Community Activities

  • Past Secretary of the Easter Seal League of Orange County
  • Past Secretary of the Designing Women’s Guild of Orange County
  • Member, Practice Management Forum, Orange County
  • Supporter, Working Wardrobes, Orange County (helping people in crisis re-enter the workforce)
  • Participant, Susan B. Komen Race for the Cure, supporting the Breast Cancer Foundation

Personal

  • Married to Larry for 20 years. They reside in Rancho Santa Margarita with a son and daughter, both attending college
  • Enjoys reading, traveling, outdoor activities and gatherings with family
    and friends
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