Ann joined RoundTable in 2022 and is an integral part of the ongoing operations of the business. She helps to support the advisors and communicates with clients when they need help with technology or administrative questions regarding their accounts. She fields client questions and troubleshoots issues as they arise. Ann’s favorite part of her role at RoundTable is staying up to date with our technology software and passing that information along to clients. Whether it is on the phone or in person, she is ready to help!
Ann grew up in Oshkosh, WI and graduated with a BA from Lakeland College in Sheboygan, WI. She and her husband decided to leave the cold and snow and moved to Phoenix for 21 years before returning to the Midwest in 2022. She enjoys spending time outside with her dogs, working with miniature therapy horses and riding big horses with her friends. She's looking forward to exploring more of MN in her free time with her husband.