With IAG since: 2007
Professional Certifications: Chartered Retirement Planning Counselor℠
Personal: Family, animals, outdoor sports and activities
Honors & Awards: Five Star Wealth Manager 10-time award recipient, Named Emerging Leader of Waukesha County, 2016
With IAG since: 2007
Since I was a child, the financial markets have fascinated me and very often my grandparents would give me stocks as holiday gifts. We would sit together, pouring over the financial pages in the newspaper, watching the progress of my investments, as I learned the importance of planning for the future by saving and investing. It is that type of one-on-one care that all of us at IAG Wealth Partners take with our clients.
While the many valuable lessons about investing and financial management I learned early on interested me, it wasn’t until someone very close to me was taken advantage of by an unscrupulous “advisor” that I pursued financial planning as a career. From that point on I wanted to do my best to help people avoid these prevalent traps. College provided me with the formal education to enhance my knowledge and give me an edge as an experienced, professional resource for those seeking financial guidance.
When seeking a financial advisor, I recommend finding someone who listens to you, who is certified and follows a fiduciary standard. Don’t let information overloads or the media’s fear paralyze you. A really good advisor will take the time necessary to help you understand every question you have – every time.
Anne lives in Summit, and enjoys anything that takes her outdoors: horseback-riding, running, biking, kayaking, cross-country skiing, volunteering with critters big or small, or any chance to be on the water. She has a passion for service, and is a member of the Ambassadors of Generous Giving Board of the National Christian Foundation. She also serves on the Board of Directors for Shorehaven Lutheran Homes and as the Vice President of PEO Intl, a philanthropic organization committed to the development and advancement of women. Anne supports & serves our veterans and recently had the privilege of joining her father on his Stars and Stripes Honor Flight.