Anna works directly with Scott Oeth and Kevin O’Laughlin as Team Operations Manager, providing operational and client support. Anna has worked in the Financial Services Industry for 12 years specializing in operations management and advisor support.
Outside of work Anna enjoys any type of outdoor activity including hiking, camping, kayaking and spending time at the lakes with her family. She has a passion for art and music and loves exploring the Minneapolis art festivals and local music scene.
- Maintain team systems and processes
- Manage team and client workflow
- Assist in client planning process
- Account processing and servicing
- Client services
- Operations Manager – Carlton Investment Services Group, LLC
- Operations Manager – Financial Designs, Ltd
- Flex Plan Consultant – Jablonski Madill, Inc.