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.