Ann earned her Bachelor of Science degree from Northern Illinois University and maintains Series 7,63,65 & 24 securities registrations with LPL Financial. She joined PWA in 2019 after more than 25 years in the financial services industry which included work at the Chicago Board of Trade and two broker dealers. Before joining PWA, Ann was Vice President of an independent investment advisory firm in the Chicago area.
Ann’s favorite aspect of her position is the emphasis on teamwork at PWA. She focuses on successfully utilizing the various talent at the firm with the needs of PWA clients. Effective processes, a culture of compliance and a focus on comprehensive financial planning creates a great work environment.
She is an avid reader, enjoys writing, travel and spending time with her family.
For over a decade Ann has held a leadership role in women’s bible studies and related public speaking. In the past she has been a board member for a village historical preservation society and taught children’s faith formation classes.
Ann's favorite quote: "Integrity is doing the right thing, even when no one is watching." -C.S. Lewis