Ann joined Family Wealth Management LLC in 2023, as Scheduling and Client Services Assistant. Her role includes scheduling clients for reviews, launching social media and email campaigns, managing the advisor’s calendars and more.
She brings nearly 20 years of experience in the financial services industry, including having been a licensed executive assistant. Ann also has experience in support roles with life insurance companies, retirement plan recordkeepers and stock transfer agents.
Ann currently resides near Milwaukee, Wisconsin with her husband Vince.
How she ended up a Family Wealth Management
Anything outdoors, fishing (open water and ice), reading books, all Wisconsin sports, Go Packers!
Ann is part Ojibwe and a registered tribe member of the Lac Courte Oreilles, Band of Lake Superior Ojibwe