Client Services Manager
Anna is responsible for overall office management and organization, day-to- day operations, service work for clients, scheduling and special projects and events. She generates and processes paperwork required to process distributions from an account, transfer accounts, open new accounts, place trades and set up online access. Prior to joining Atlas Wealth Advisers, she spent most of her career in the public sector.
Anna graduated from Winona State University in Minnesota with a Bachelor’s degrees in Business Administration with a minor in Economics.
Outside of work, Anna enjoys yoga, cooking, and traveling.