Anne Ballantini-Poeppe
Investment Analyst & Marketing Manager
Anne graduated from Drake University in 2011 with a Bachelors of Science in Business Administration and Marketing. In addition to being an active Life, Accident and Health Insurance Agent, Anne is a Registered Representative with FSC Securities Corporation holding the Series 6, 63, 7, 66 & 24 licenses.
A member of our team since July 2010, Anne works in collaboration with Rod on building and updating comprehensive financial plans, analyzing investments and monitoring holdings. She is also responsible for marketing and life insurance operations.