Education

Anne holds a Master’s Degree in Public Administration, Concentration in Public Finance and a Bachelor of Arts in Political Science from Temple University.

Location

CBIZ Life Insurance Solutions, Inc.
11044 Research Blvd.
Suite C500
Austin, TX 78759

Profile

Anne serves as President of CBIZ Life Insurance Solutions, bringing over 30 years of insurance experience to the company. In this role, Anne is responsible for the individual insurance product lines, including life and disability insurance, annuities, executive benefits, and life settlements.

She is a proven business leader with proficiency in establishing collaborative relationships with stakeholders across business development, product development, risk, finance, technology, and operations.

Prior to rejoining CBIZ, Anne served in executive leadership roles with NFP and Lighthouse Life. In addition, she has run her own successful consulting practice focused on assisting financial services clients with start-up businesses and launching new product lines. She also has previous leadership experience with CBIZ, having served as President of CBIZ Wealth Management from 2007 to 2010.

Community Involvement

  • Chair, Board of Visitors, College of Liberal Arts, Temple University, 2016–Present
  • Board Member, The American College of Financial Services, 2014–2019

Professional Memberships

  • Finseca (formerly AALU), 1998–Present
  • National Association of Independent Life Brokerage Agencies (NAILBA), 2004–Present
  • Financial Planning Association (FPA), 2012–Present