Anne Schimmel Beck has been a CERTIFIED FINANCIAL PLANNER™, since 1997 and considers herself as a Financial Coach to help guide you towards your goals in a holistic way.
She is also an Investment Advisor Representative (IAR), a Registered Representative with Avantax Investment ServicesSM, and a Health & Life Insurance Producer. She is also an Enrolled Agent by the U.S. Department of the Treasury and has been preparing tax returns for individuals as well as for small businesses since 2008. Tax planning is an important component in developing a client's financial strategy. When Anne is not working or volunteering, you might find her hiking in our national parks. She strives to be an avid hiker with her friends and family.
Her background includes:
* Yoga Instructor
* Red Cross Disaster Relief Team member (deployed to Houston, TX for Hurricane Harvey) as well as Disaster Relief efforts around the Detroit metro area.
* Founder of Reach Out Children's Fund, a 501 (c) (3) non profit organization. A program that helps students in extreme provety that live in the Andes mountains of Peru. Anne was recently awarded the Invest in Others Global Impact Award, Honorable Mention for her work, www.reachoutchildrensfund.org Anne has been working with the schools in the high altitude mountains of Peru since 2000.
* Active volunteer with Forgotten Harvest Pop Up Pantries Emergency Food Release during the Pandemic in the Detroit region.
* Current Volunteer as a CFP at Savvyladies.com. A nonprofit empowering women through Financial Knowledge.
* Has set up 6 non-profit Horse Rescues as a 501(C)(3) as part of her pro bono work
Anne has been married to Greg for many years. They have 2 amazing daughters who attended MSU, go green!