Ana came to Turning Pointe Wealth Management in 2008 from Northwestern Mutual, where she worked for 4 years. She studied Business at Oakland University in the Greater Detroit area.
As the Operations Manager at Turning Pointe Wealth Management, Ana works closely with Keith Klein and assists with vendor relations, document management, office equipment and recordkeeping. She oversees the preparation of all annual review materials, supervises the maintenance of client and office files from year-to-year, processes new account paperwork for investment work. Ana also maintains existing investment client files, and processes new account and application paperwork for insurance products.
*Ana Brown is not registered nor affiliated with Sagepoint Financial, Inc.