Anne joined EIG in September of 2017 and firmly believes that “if you fail to plan, you plan to fail” which are the famous words of Benjamin Franklin. She has used this quote to guide her through her 20 years in the financial industry. Anne’s industry experience has taken her around the world, helping companies with her accounting, financial and compliance expertise. She started her career at Deloitte & Touche in 1997 and has worked for Manpower, Midwest Airlines, Journal Communications, Cielo and Edward Jones. Her experience at these corporations include tax, audit, SEC reporting, accounting, budgeting, financial analysis, treasury, restructuring, corporate investment due diligence, financial planning and wealth management. She loves to learn and uses this passion with each of her clients to understand their complete financial situation. Her clients know that their “personal CFO” understands their goals and will coach them to success.
Anne successfully passed the FINRA Series 7 General Securities Representative exam and Series 66 Uniform Combined State Law exam in 2015, as well as obtained her Health and Life Insurance licenses. She has been a Certified Public Accountant (CPA) professional since 2003 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2018.
Anne holds a Bachelor’s degree in Accounting from Cardinal Stritch University where she was also a member of the volleyball team.
Work is important to Anne but family always comes first. She and her husband have three wonderful children. She has lived in southeast Wisconsin her entire life and currently resides in Franklin. The special needs community is an important part of her family’s life. Her oldest daughter has fought serious health and developmental issues since the day she was born with numerous surgeries and setbacks, but today she has overcome many of those issues and thrives. Anne is also an avid reader and loves to find some quiet time to curl up with a good book.