Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Anne is a Senior Associate in the Louisville office, where she strives to enhance the lives of her clients. She is responsible for the daily management of clients’ needs and developing and maintaining lasting relationships. In addition to her client-facing role, Anne serves as a mentor to colleagues and provides support.
Prior to joining Cerity Partners, Anne served as a Senior Client Experience Administrator at ARGI Financial Group, where she worked in various roles beginning in 2010. She started her career at ARGI as a Receptionist before moving into other roles that focused on building strong client relationships. Before ARGI, she spent 15 years as a Lead Interior Designer at a Louisville-based family-owned design business. In this role, she met with clients, visualizing and sketching design plans to meet their goals; determined prices for bids; shopped for products and determined the best solutions for clients; and oversaw installations to ensure design specifications were met.
In her free time, Anne enjoys exercising, wellness, community service and volunteer work, and cooking.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.