Anna has over 12 years of experience in the financial services industry with a background in underwriting, trading, and risk management. She was born and raised in Southern California, where she earned her bachelor’s degree in Communication and started her career off in Real Estate working at an escrow company. She moved to Wisconsin in 2010, after meeting her husband. After moving to Wisconsin, she began her journey working with advisors and continued to develop her skills in the financial industry.
She enjoys learning new skills and is always up for a new challenge. When she is not at work, Anna enjoys spending time with her family in the great outdoors and attending her kids soccer and baseball games.