Annasia is a paraplanner who strives to provide personalized client interaction and stellar service! She works with Wealth Managers to help clients identify and implement their goals through holistic financial planning. Annasia earned her Bachelor of Science in Finance from Metropolitan State University in Saint Paul, Minn. She enjoys attending jazz and theatre performances, kayaking, traveling, and spending time with her family in her spare time.

Certifications, Licenses, and Registrations

• Accident, Life, Health, Property and Casualty, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

• Series 7, 66
• Bachelor’s Degree – Finance; Metropolitan State University – Saint Paul, Minn.

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