Anne is a Client Service Representative. Get to know Anne.

At SYM

Anne joined SYM in July of 2017. She appreciates SYM’s client-centric philosophy and that SYM acts as a fiduciary to clients at all times. She derives great pleasure from seeing clients have the opportunity to live out their long-planned retirement goals.

Credentials

Bachelor of Arts in History – Saginaw Valley State University, University Center, MI

Financial Paraplanner Qualified Professional ™

Community

Anne’s Words to Live By

Better to have and not need, than need and not have.

Personal Pursuits

Anne seeks out adventure and enjoys participating in the annual Warrior Dash. Her hobbies include traveling with her husband and son to the nation’s national parks; they have already visited more than half. Alaska’s Denali National Park is among Anne’s favorites and she and her husband are planning a trip to Hawaii’s national parks as a celebration of their upcoming 10th wedding anniversary. Travel allows Anne to indulge another passion: photography. “We can take 10,000 images on a normal vacation,” Anne said. “I like to look at composition from a different perspective, compose a photo where the eyes are drawn in a direction you wouldn’t necessarily expect.”