As an Associate Wealth Manager, Anna assists the Wealth Management team deliver financial guidance and solutions to the families they serve. Anna joined True North in 2021 as a Portfolio Analyst where she was responsible for trading, rebalancing, and portfolio management. She is a problem solver at heart and believes that being detail-oriented, hard-working, and thinking outside of the box are critical to providing sound financial advice.

Prior to True North, Anna developed a deep understanding of commercial banking as a Portfolio Manager at UMB Bank, gaining a seasoned perspective on various industries and corporate structures for over three years.

The firm’s mission is Fulfilling Lives™, and Anna supports this by listening, putting others first, and being kind.

Anna earned a Bachelor of Science in Finance at University of Kansas in Lawrence and is a CERTIFIED FINANCIAL PLANNER™. Her hobbies include spending time with friends & family, trying new restaurants, and being outdoors.