Our Director of Operations, Anna, is the newest member of the Model Wealth team. She keeps this operation running like a well-oiled machine, enabling Alex and Randy to give our clients to focused attention they deserve. She’s an administrative whiz who gets a thrill from making a plan and following it through to the end. Anna is new to the financial sector, having worked in the non-profit sector for the last several years, but her enthusiasm for personal finance is nothing new. She’s always loved stretching her dollars, ever since her dad helped her set up a budget in Excel when she got her first job. But more than that, Anna is a people person, who is enthusiastic about financial advice that is understandable, regardless of financial expertise, and making sure that our clients receive the consistency and attention to detail that they deserve. Anna graduated with honors from Mount Vernon Nazarene University with an English Education degree. She is an avid reader, amateur watercolor painter, and baking enthusiast, and lives in Glen Ellyn, IL with her husband, Morgan, and their cat, Chloe.