Wealth Relationship Manager
Anne’s path to the financial world was anything but straight. About 15 years ago, Anne made the leap from the hospitality world, moving back to Michigan to change career paths and enter the Financial Advisor training program at Wells Fargo and never looked back. Since then, she has helped open new offices, transition billions in assets from traditional wire houses and helped hundreds of clients realize their financial dreams. Anne’s strengths lie in comprehensive financial planning and creative problem solving. Sometimes the best solutions come from looking outside the box and collaborating with professional partners.
Before, during and after attending the Boston University Questrom School of Business, Anne worked in hospitality. She attended some pretty unique events, from holiday parties at NFL owners houses, to Superbowl after parties hosted by ESPN, high end store launches with items curated from throughout Europe, to pop up concerts from Grammy award winners. Although entertaining has always been a past time of hers, what lead her to the financial world was the ability to help people.
Although Anne was born and raised in metro Detroit, she has lived up and down the east coast, from Boston to Miami. She and her husband have called Pleasant Ridge home for the last 10 years and now have two human children, as well as a chocolate lab. Her hobbies include cooking & entertaining, swimming and spending time outdoors.
First Job: Catering at 2 Unique
High School Varsity Letter: Swimming, soccer & cross country
Where I Met My Husband: In preschool (I’ve a photo of us from then to prove it).
Further Education AFTER College: I attended Johnson & Wales University and have a degree in Culinary Arts.