Ann has more than 25 years of experience in the financial services industry. She believes her role as Vice President and wealth advisor is to assist clients in navigating life’s transitions and help them grow through the challenge while utilizing an optimal synergy of relationships, money management, and integrated, individualized life planning. Ann is passionate about helping those whose lives have been upended by a life-altering event such as the loss of a spouse or divorce and is dedicated to helping those in transition pursue financial freedom.
Ann completed the rigorous process of earning her CERTIFIED FINANCIAL PLANNER® (CFP®) certification to provide her clients with financial planning and integrated investment strategies. She also earned the Certified Divorce Financial Analyst (CDFA®) certification and is a trained mediator. She is a member of the Collaborative Law Institute of Illinois and the Institute for Divorce Financial Analysts.
Ann is dedicated to her family; she is married and blessed with three children. As an avid triathlete, Ann knows the transition period between the three disciplines is critical, demanding physical and mental adaptability. She applies this same discipline when working with clients. Ann also brings the experience she gained from her family’s successful manufacturing business to the business decisions, tax considerations, and succession planning facing her clients’ closely held business dynamic.
Ann graduated Magna Cum Laude with a BS in accounting from the Kelley School of Business at Indiana University. She is a CPA, a CFP® professional, and a CDFA® practitioner. In addition to her focus as a financial planner, Ann is a member of the Board of Trustees for Elmhurst Memorial Healthcare. She was the first woman elected to the Medinah Country Club Board of Directors. She also served as Director of Administration for the 2006 PGA Championship and Executive Vice Chairperson for the 2012 Ryder Cup.
