Planning for your
MEET YOUR FINANCIAL ADVISOR
Anna Downs, CFP ® & ChFC ®
Anna holds her Series 6 and 63 securities licenses, as well as life, health, and variable annuity licenses. She graduated in 2007 from the University of Wisconsin-Eau Claire with a bachelor's degree in Business Management, minor in Marketing, and a certificate in Leadership.
For the past 14 years, she has been a member of the Million Dollar Round Table and has obtained “Court of the Table” status and recognition. Currently, she holds a board position on the Superior Scholarship Foundation and is a Trustee member of the Douglas County YMCA.
Outside of the office, she treasures her time with family and friends. Anna and her husband, Tom, live in Esko, MN with their four sons. You can catch her cheering them on at hockey, baseball, and soccer. When she isn’t at a sporting event, she enjoys spending summer nights at their cabin relaxing by the lake.
LET'S CONNECT!
Setting You Up For Success
Goals & Services
Anna works towards helping her clients achieve their financial goals and guides them down the right direction towards retirement.
She offers holistic retirement strategies tailored to each individual, supporting and empowering clients through important financial decisions so they can enjoy their golden years.
