Anna serves as a “personal CFO” for nine multi-generational families.  Along with her teammates, Anna manages investments, designs and executes charitable plans, handles trust and entity administration, and works closely with clients’ tax preparers and attorneys to analyze and execute strategies for each client family member. For her family business clients, she also assists with helping rising generation family members understand distribution policies, ownership, and family shareholder best practices.

Prior to joining the firm, Anna gained varied professional experience at Accenture in the fields of financial services, e-business development, organizational change management, and strategic communications in both the business world and the United States military. Anna graduated with distinction from the University of Michigan in Ann Arbor with a degree in Organizational Studies and Economics.

Outside the office, Anna spends much of her time with her husband and three children. These days, that means endless youth league sports games and other school activities. Live theatre productions and traveling are her other loves, along with belly-laugh-inducing friend gatherings. Anna currently serves as Treasurer of the Board of the Muny, a Tony Award winning 11,000 seat outdoor summer theatre.