Ann is an LPL Financial Advisor and the CEO & Founder of Slate Wealth Management in Carroll, Iowa. As a Retirement Income Certified Professional, she has been assisting pre-retirees and retirees in planning for their best life in retirement.
With her own life experiences in business, coaching and playing collegiate golf, and assisting her husband in managing the family farm, Ann is equipped to support our clients in their daily challenges. She is an advocate for education and coaching women on the role of family finance, assisting business owners in an effort toward building a profitable business and helping farmers preserve their most valuable assets.
Ann started her undergraduate education at Briar Cliff University on a golf and basketball scholarship. When April hit and snow was on the ground, she took a leap of faith and transferred to Kansas State University to play golf competitively for the Wildcats. Ann earned a Bachelor of Science degree in Education, continued her education and love for sports while coaching the Ohio Women’s golf team. She went on to coach at Wichita State University and helped build a top 25 program at the University of Notre Dame. Slate Wealth Management was named after her nickname, "Coach Slate".
Ann has 15 years of experience as an independent LPL Financial Advisor; she holds her series 7 and 66 registrations through LPL Financial. She is a member of Women in Financial Services Chapter in Omaha, NE.
Ann’s passion of volunteering bleeds through her. Her love of sports is carrying over to her kids and she is lucky to be able to coach their soccer, volleyball or baseball games. Ann recently helped launch the 712 Women On a Mission which is mirrored after the commonly known name of 100 Women Who Care. She is an active member of Carroll Lion’s Club and Westside Fortnightly Group. She is past-president of the New Hope Foundation Board and is an active volunteer for the St. Anthony Foundation.
Ann and her husband David have been married for 12 years and are blessed to raise their three children, Rylee Ann (11) and twins, Ellie and Drew (8).