Wealth Relationship Manager
Anne has over 10 years of financial industry experience and serves as Wealth Relationship Manager at Great Lakes Private Wealth.
Anne previously worked at Wells Fargo Advisors. She prides herself on taking client first approach. Beginning with quality communication between herself and our clients, Anne works to make sure we have the information to evaluate our clients’ entire financial picture. She customizes comprehensive plans to help our clients accomplish their individual investment goals. Anne is responsible for making sure our clients investment plans are implemented in a timely fashion and plans review meetings with clients to help ensure that as their lives change, we can work together to update their investment plan as needed.
She graduated with honors from Boston University Questrom School of Business. She holds her Michigan Health, Variable and Life Insurance licenses.
Anne was born and raised in Metro Detroit. She and her husband have a two-year-old son and a Lab/Border Collie mix. Outside of the office, Anne enjoys cooking, swimming and spending time outside.