Ann Miller

Ann Miller

Client Services Associates

Ann is a Client Services Associate.  She jointed SFS in November of 2017.  She knew right away that the values, attention to detail and exemplary services offered by Strategic Financial Solutions was a culture that she wanted to be a part of. 

Ann assists the Advisors in our office and maintains positive and proactive customer relationships while helping to execute day to day operational tasks.  As the lead New Business Coordinator, she ensures that all New Business is processed properly and in a timely manner.

She lives in Cedar Rapids with Luke, her significant other.    She is an animal lover of all kinds.  Ann is the doting “pet parent” of three spoiled Boston Terriers, amongst several other critters. She enjoys cooking, spending time with family and friends, reading a good book and relaxing on her sun porch.

Although her academic background is in Early Childhood Education, she began a career in the Financial Services industry in 2008, working at a brokerage firm in Marion.  She was an Operations Associate and later a Compliance Specialist. 

Ann looks forward to expanding her knowledge and experience in the industry.  She is also eager to meet new clients and assist them in any way that she can.

Ann currently holds her Life and Health Insurance Licenses

 

Favorite Food: Italian

Favorite Holiday: 4th of July

Place to Visit: Australia

 

Phone (319) 730-1020
Fax (319) 362-2443