Anna joined our team in January 2020. As our Compliance and Data Analyst, Anna works with Karey to ensure that all McDaniel Knutson’s advisors and staff are performing to the high standards we set for ourselves. She is charged with keeping our data and policies up to date to stay within compliance of all federal, state, and FINRA rules and regulations. She also works to audit the details of the data that keeps reports running smoothly. She is looking forward to expanding her industry knowledge and taking on additional responsibilities.
She has no time for hobbies as she and her husband, Wes, keep active with their three young daughters.