Background & Role
As Client Service Manager (CSM) Ann acts as a liaison between the firm and its clients for non-investment related services. Ann joined PJS Investment Management in 1987 and has held a variety of positions in the firm over her tenure. Presently, Ann provides support to the Investment Advisors on a daily basis and assists clients in a variety of ways, e.g., cashiering requests, annual gifting, required minimum distributions, onboarding, and meeting agenda’s. Ann’s goal is to ensure that the client is provided with highest quality of service and that all transactions are properly processed.
Ann is married with two adult daughters and lives in Port Washington, WI. Outside of the office, Ann volunteers, attends the theatre, tours wineries, enjoys boating, and spending time with her family.
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
- B.A. Fine Arts – University of Wisconsin Eau Claire