Anna serves as a Senior Associate Wealth Manager, where she oversees client relationships. Anna helps to implement clients’ investment objectives in concert with their financial plan in the realms of estate, risk management, retirement planning, tax strategy, succession planning, and liquidity management. Anna works closely with the Portfolio Analysts and Client Operations teams to carry out client requests in an efficient and timely manner, while keeping the overall financial goals & objectives of the client at the center of every request.  

Anna joined True North Advisors in 2021, working as Portfolio Analyst. During her time in that role, she was responsible for trading client portfolios, strategic rebalancing, and managing portfolio cash needs. In this role, Anna gained practical insight into True North’s investment philosophy and portfolio approach. 

Prior to to True North, Anna worked for UMB Bank as a portfolio manager on the Commercial Banking team, where she helped underwrite and review middle market commercial loans. From her time spent in this role, she brings with her an aptitude for evaluating attractive investments and a deep familiarity with varying capital structures. 

In 2018, Anna earned a Bachelor of Science in Finance at the University of Kansas. She later attended Southern Methodist University in 2022, earning her Certified Financial Planner Certificate and her CFP® designation thereafter. 

Her hobbies include spending time with family and friends, reading, trying new restaurants, and traveling.