Anna joined True North Advisors in 2025 as a Client Operations Analyst, where she plays an essential role in delivering a seamless and elevated experience for clients. Anna supports advisors by managing money movement, overseeing asset transfers, coordinating account maintenance, and ensuring the accuracy and efficiency of all workflows.

Prior to joining True North, Anna held her Series 7 and 63 licenses as a stockbroker at Charles Schwab. In her role she executed trades, facilitated money movement, and assisted with account maintenance for clients.

Anna is aligned with True North’s mission of Fulfilling Lives™ by striving to make every client’s experience positive and rewarding. She is committed to providing responsive, detail-oriented service that allows clients to focus on their long-term goals with confidence.

Anna grew up in California where she graduated magna cum laude from Loyola Marymount University in 2023 with a Bachelor of Arts in Economics. In her free time, Anna enjoys Pilates, traveling, cooking, and spending time with her friends and family.