Anne joined Synergy Capital Solutions in 2017 with a focus on delivering a superior Client Experience. In her role as client experience manager, Anne oversees Synergy’s scheduling team, responsible for scheduling client investment review meetings and managing meeting platforms. She also supports Synergy’s marketing team and is responsible for delivering content like the “Your Financial Plan-it” podcast, as well as blogs and other resources being produced for our clients and our website throughout each year.
Anne earned a bachelor's degree from the University of Michigan with a concentration in history, and she truly enjoys working with our team and our clients. Anne and her husband, Gregg, live in Rochester Hills, Michigan with their two cats and golden retriever, and they are the proud parents of Elizabeth and Keri. In her free time, Anne enjoys travel, reading, organizing and gardening.