Anne has over 20 years of investment industry experience, including more than 15 years developing investment strategies for clients. She assists high net-worth families, trustees and companies with their investment management and wealth planning needs. She coordinates investment management with tax, retirement, educational and estate planning.
Before joining BKD, Anne assisted clients with estate and financial planning, business succession and investments. She has extensive experience in equity and bond trading and has worked as a portfolio manager.
Anne is a member of the Financial Planning Association of Greater Indiana and the Society for the Financial Service Professionals. She is a 1993 graduate of Indiana University, Indianapolis, with a B.S. degree in management and she received the Certified Financial Planner™ certification in 2005.