Anna is a client associate with Lake Street. Her priority is to provide exceptional client service standards with timely follow-up, proactive communications, and knowledgeable resource to clients. Anna is also responsible for collaborating with advisors to onboard new clients to the firm. She supports the firm’s operations as a point of contact for service requests, account openings, money movement, as well as trading and investment support.
Anna’s passion for financial planning comes from personal experiences of seeing her family members prepared for the unexpected events of life and she wants every Lake Street client to experience financial security while accomplishing their goals.
Prior to joining Lake Street, Anna served as a Client Service Specialist at Ameriprise Financial Services where she worked with a team of four advisors. She graduated from Illinois State University with a Bachelor of Science degree in finance and minor in financial planning.
In her free time, Anna likes to try new restaurants in the city and travel with family and friends.