For most people, making decisions about your hard-earned money is daunting and paralyzing. These feelings are normal, as many individuals feel overwhelmed when it comes to speaking to a financial planner.
As a certified financial planner, I’m committed to bridging that gap and cutting through the fear. Through an educational approach that puts my clients in the excellent position to make decisions that are BEST for their money situations -- and making complicated topics more clear, concise, and easy to understand -- you don’t have to feel overwhelmed anymore.
Grateful for each client, I strive to provide a personal and proactive relationship that allows you to feel confident and supported in your plan.
Managing your money doesn’t have to be scary. Not when you have someone to walk the road with you. If you are planning for retirement or a business professional building wealth within your company, let’s walk the road together, so you can go from uncertain to confident that your money decisions are the BEST ones for your individual situation.
Certified Financial Planner™
Anna Downs is a Certified Financial Planner and Chartered Financial Consultant with 13 years of experience. Following in her father’s footsteps, Anna first became intrigued with the profession at age 13 and never wavered on this direction for her career path. She graduated in 2007 from UW-Eau Claire with a Bachelor’s of Business in Management, minor in marketing and leadership certification. Anna pursed her insurance and securities license while in college and was eager to transition into the profession. Anna has a deep passion for serving, educating and leading clients towards financial clarity.
She prides herself on providing high attention to detail for every single client and focuses on holistic financial strategies that encompass ethical asset management, financial planning, insurance, retirement, and worksite retirement plans. Anna works with individuals in all seasons in life, but specializes in financial strategies for retirees and business owners.
Anna is a 9-year member of the Million Dollar Round Table and a 1-year member of Court of the Table. Anna served on the Agents Advisory Council and diversity committee at Ohio National Financial Services and has been featured in NAIFA Advisor Today’s “Four Under Forty” and Duluth News Tribune’s 2012 “20 Under 40.” She has also received numerous recognition awards with Ohio National Financial Services.
Outside the office, Anna treasures her time with family and friends, especially summer nights at their cabin. Her three sons are her pride and joy, and Anna can regularly be spotted cheering them on at hockey, lacrosse and soccer. Anna has served on several local boards in the past, but currently holds positions at our local YMCA and Youth Hockey Association. She is an avid power-walker and podcast lover.
A CFP, or a certified financial planner, is someone who has gone through rigorous certification based on a set standard of education, examination, ethics, and experience through the CFP Board. It holds certified financial planners to a standard of these things throughout their careers and ensures a level of professionalism and continuing proof of excellence. When you work with a CFP, you can know that you’re working with someone upholding the highest standard of ethics and education in the finance field.