Ann Miller

Ann Miller

Client Service Associate

Personal Profile
Ann knew right away that the values, attention to detail and services offered by Strategic Financial Solutions was a culture that she wanted to be a part of. Ann assists the financial professionals 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.

Specialty
New Business Coordination and Processing

Education and Honors
College

  • Associate’s Degree in Early Childhood Education

Professional Accreditations

  • Life and Health Insurance Licensed
  • 13 years' financial service industry experience

Interests and Hobbies
She lives in Cedar Rapids with Luke, her significant other. Ann is the doting “pet parent” of a German Shepherd named Josie, a Boston Terrier named Stella and three parrots, Olive, Milo and Lola. She enjoys cooking, visiting with family and friends, reading a good book, and spending time outdoors.

Favorite Food: Italian
Favorite Holiday: 4th of July
Place to Visit: Australia