Anna serves as a Senior Associate Wealth Manager, where she is primarily responsible for helping manage client relationships. Anna helps to oversee and implement clients’ investment objectives, as well as their financial planning needs in the realms of estate, risk management, retirement planning, tax strategy, and liquidity management. Anna works closely with the Portfolio Analysts and Client Operations teams to carry out client requests in an efficient & 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 a deep understanding of True North’s investment philosophy and portfolio approach.

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 through an accelerated one-year program, and shortly after received her CFP® certification.

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