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Ann joined Strategic Retirement Partners as a Manager of Client Services with over 16 years in the industry. 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 Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law)*. She is a graduate of Michigan State University.
Ann resides in Glen Ellyn, IL with her husband and two children.
*Series 6 and 63 registrations held through LPL Financial.
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.
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.
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.