Anne has over 39 years of experience in the financial services industry. She has expertise in comprehensive and integrated wealth management and helps her clients to identify and achieve their financial goals. She holds a CFP® designation, an insurance license, and has completed the Baird-sponsored Investment Consultant Program at the University of Chicago's Graduate School of Business. Prior to joining Baird in 2002, Anne worked at three other firms where her responsibilities matured from client services, trading, and asset management to private wealth management.
Anne graduated from Bradley University with a Bachelor of Science in Finance and earned an M.B.A. cum laude from Loyola University Chicago's Graduate School of Business. Anne strives to help her clients manage their wealth by implementing an objective investment strategy and engaging appropriate planning techniques.
Anne resides in Wheaton, Illinois with her husband Tom and their two daughters: Katie and Alyse. She was the first Chair for Baird's Women Financial Advisors network and has been selected over 15 times to attend the "Top Women Advisors Summit" hosted by Barron's magazine and R.J. Shook.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.