Anne is a Managing Director for CBIZ’s Minneapolis office with over 35 years of experience in public accounting specializing in helping families minimize their estate and income tax obligations through tax consulting, family wealth planning as well as estate/trust administration and compliance. She also works with mid-sized Minnesota companies and not-for- profit organizations in both the private foundation and public charities arena. Anne has helped organizations obtain and maintain their tax-exempt status.
Anne graduated from the University of Minnesota Carlson School of Management with a Bachelor of Science in Business with a concentration in accounting.