About Anna
FOCUS AREAS:
- Maintain team systems and processes
- Manage team and client workflow
- Assist in client planning process
- Account processing and servicing
- Client services
Anna works directly with Scott Oeth as the Team Operations Manager, providing seamless operational execution and exceptional client support. With over 18 years of experience in the financial services industry, she brings deep expertise in operations management, advisor support, and process optimization—helping ensure an efficient, client-focused experience at every stage.
Outside of work, Anna enjoys any type of outdoor activity including hiking, camping, kayaking, and spending time at the lakes with her family and dog Quincy. She also has a passion for art and music and can often be found exploring Minneapolis’s vibrant art festivals and local music scene.
EXPERIENCE
- Operations Manager – Carlton Investment Services Group, LLC
- Operations Manager – Financial Designs, Ltd
- Flex Plan Consultant – Jablonski Madill, Inc.
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