“I have worked in many areas of our firm and I truly enjoy the client service part of the business the most. We sincerely care about our clients and they also care about us; when you enjoy working with the clients, the rest of the work comes naturally. While the focus of our practice is primarily on investment management and financial planning it's about so much more, confidence and complete trust are the two key reasons why clients select us."
Background & Role
Ann joined PJS Investment Management in 1987 and has applied her wealth of talents and skills to a variety of positions in the firm over her tenure. Currently, as Executive Assistant, Ann supports the management team and works closely with the PJS managers to provide administrative support to run the organization effectively while also engaging with clients.
Ann has two adult daughters and lives in Port Washington, WI. Outside of the office, Ann volunteers, attends the theatre, tours wineries, enjoys boating, spending time with her family, and is looking forward to both travel adventures along with pursuing her new interest: line dancing.
Credentials, Memberships & Associations
- Series 65 – Uniform Investment Adviser Law Examination
- Licensed Real Estate Broker and member of the National Realtors Association
- Grafton Chamber of Commerce member
Education
- B.A. Fine Arts – University of Wisconsin Eau Claire