Anne Beaulieu

Client Experience Manager

When Anne joined the team, we knew that she was just the person we needed – someone to keep us all on task. With 15 years in a similar operations role, Anne also had studied to be a Stage Manager at DePaul. She knows how to get the players to their mark and doing their jobs. She loves to bring order out of chaos and if things are busy, you’ll find Anne nearby, helping to get things handled on time and on plan.

Anne will tell you that WealthPlanners feels like a family. People listen to one another, work toward a larger goal, and Michael even fixed her flat tire one day. She, and everyone else on the team, really are there to help each other, and our clients.

Often behind the scenes, Anne’s energy, attention to detail and focus on results, serves all of us.