Ann has over 20 years of experience working with employers sponsoring retirement plans. Ann’s role is to provide support to our advisors so that they may assist employers in identifying retirement plan objectives, and help them align plan design and administration to maximize the specific goals. Ann takes a consultative approach to support our advisors in helping employers establish best practices and in acting in the best interest of the plan participants to manage fiduciary obligations.
Prior to joining Strategic Retirement Partners, she was a Lead Client Executive with Transamerica Retirement Solutions. She assisted plan sponsors in the areas of plan design, compliance, participant communication, and testing. She worked closely with plan sponsors and advisors by offering customized service to meet their retirement plan needs.
She is a registered assistant with, and holds the Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law) registrations with, LPL Financial.
*Series 6 and 63 registrations held through LPL Financial.
What was your first job?
One of my first summer jobs was a painter for the public schools in my hometown. We painted everything from the auto shop to the high school scoreboard. Most days I came home with just as much paint on my clothes and hair as the walls.
What is your favorite “treat” food/food that is bad for you?
Donuts are my guilty pleasure. They’re making a comeback. Downtown Chicago has quite a few spots that have popped up in the last couple of years, which has made the temptation difficult to resist.
What is your favorite family tradition?
My grandmother started a tradition of taking my mom to the Walnut Room at Macy’s (formerly Marshall Fields) in downtown Chicago every holiday to eat under the Christmas tree. My mom continued the tradition and we’d take the train in from Michigan every year. Now we’re taking my kids. It reminds me of my childhood and always gets me in the holiday spirit.