Anchor Wealth Management values integrity, kindness, and doing right by people. These guiding principles have allowed us to help more than 800 households pursue financial freedom. A journey starts by knowing your destination, so we start with the end in mind whenever we work with a new client at our financial advising firm. Then we introduce simple strategies and a little accountability to help you achieve your goals. Whether you are in need of investment planning, retirement planning, or help getting out of debt, we'll be here for you every step of the way. Reach out to us today to speak with one of our wealth management experts.
Adam began his career as a financial advisor 10 years ago, calling on friends and family from his parent’s basement. Today Anchor Wealth Management works with more than 800 families and businesses, and the fiduciaries collectively manage more than $350 million in assets. Adam is a SmartVestor Pro through the Dave Ramsey Organization.
Adam wants you to know:
Financial freedom is 80% client behavior.
I once ranked 50th in the nation in fantasy golf (out of millions).
“I am a teacher at heart.”
Michelle has over 26 years’ experience in portfolio management and security selection, along with 8 years of tax experience in the life insurance industry and has earned the right to use the Accredited Fiduciary Investment Manager (AFIM) designation.
Michelle wants you to know:
A crucial component of your unique financial journey is the time value of money. Start your investment plan early, add to it regularly, and reap the rewards!
I like to live life with a “glass half full” philosophy. Focusing on the positive allows your mind to be freely open to the endless possibilities every new day brings. I am also a firm believer that ice cream is an essential food group!
"I am here to help you achieve your dreams, both the ones you know of today and the future ones you have yet to visualize."
Michelle Boisvert, AFIM
SR. WEALTH ADVISOR
Chris has worked in the financial services industry for the past 20 years. His designation, Certified Trust and Fiduciary Advisor, has allowed him to work with high-net-worth families for the past 6 years.
Chris wants you to know:
My mind never stops. I’m always thinking of ways to improve my client’s financial health and help them reach their financial goals.
I love to travel and experience new places. I’ve had the opportunity to visit the Greek Isles, Bora Bora, Hawaii, Europe, and numerous Caribbean islands!
"I am grateful for the opportunity to meet new people, to learn about their lives, to understand what they want out of life, and to help them get to where they want to be."
Chris Perry, CFP®, CTFA
Kirk has over 17 years of experience in the financial services industry. He began his career on the retail side of banking and for the past 7 years focused in on financial and estate planning, along with investment management.
Kirk wants you to know:
Work with an advisor you trust and who can tell you “No” if it is not in your best interest.
My ideal day is on the river with his wife and a few friends.
"I am an advocate for my client’s best interest. Financial health is an important aspect of life and I want to be a partner in their successful journey!"
Kirk A Pearson
Rianna previously worked in music administration for two years at a college in Wisconsin and teaches piano, cello, and chamber music currently to about 15 students around her scheduled working hours as a financial advisor at Anchor.
Rianna wants you to know:
The best things in life aren’t things
I grew up with six sisters and one brother. I have flown an airplane and have never been able to whistle.
“I am detailed-oriented, organized, and competitive. I surprise my friends by wanting to try new, exciting, or different things.”
I was a golf professional before starting at Anchor. I love being around people and teaching them valuable information. I’ve been investing with Anchor Wealth for 10 years now myself. I’ve read multiple books by Dave Ramsey and really believe in the whole process. I look forward to learning more while working with the great team already in place here.
Shane wants you to know:
Believe in yourself.
I was the Golf Professional at Silver Ridge in Oregon, Il for 6 years. I am still a Class A PGA Professional and still like teaching players in my spare time, especially Junior golfers.
I love sports, but I am also kind of a nerd. I love reading educational books and watching documentaries.
"Questions control what you focus on. What question do you ask yourself most often?"
Dan has over 15 years of experience in the financial planning and services industry and has earned the right to use the Chartered Financial Analyst (CFA) designation.
Dan wants you to know:
Savings is the fuel of any retirement plan. The ability to spend less than you make will have a greater impact than almost any other factor.
I love being outside. On weekends you can find me weeding my garden or cooking on my grill and smoker.
“I am here to make a positive difference. My mission is to help others gain freedom and grow their wealth.”
Dan Leonard, CFA
LEAD PLANNING AND TRADING ASSOCIATE
Andrew began his career in the financial services industry in 2013 while attending The College of Business at Illinois State University. Throughout the course of his career he has been involved in all aspects of the industry and he currently leads the operational and supervision efforts here at Anchor. Andrew is Series 7, 66, and 24 licensed.
Andrew wants you to know:
It’s not about how much you make but how much you keep, and how hard it works for you.
I once traveled across the United States in an RV with my dog (Bailey). I have also beaten Adam in fantasy golf (See above) on multiple occasions.
"I am on a mission to be a better person today than I was yesterday, to change the world by making a positive impact on everyone around me."
Jessie came from an Auto and Home Insurance background, but has eagerly jumped into the financial planning industry!
Jessie wants you to know:
Her favorite Dave Ramsey quote: “Live like no one else today, so you can live like no one else tomorrow.”
I am an artist. I love to draw and paint, but the phrase “starving artist” was coined for a reason, so I instead dove into two industries (insurance and finances) which appeal greatly to my love of logic and reason.
“I am constantly learning, growing, and challenging myself in order to live life to the fullest!”
PROJECT & INTEGRATION MANAGER
Over 30 years of experience in the financial services industry.
Wendy wants you to know:
Being happy doesn’t mean everything is perfect. It means you’ve decided to look beyond the imperfections.
I am easily entertained. I enjoy a good book or paper crafting. I also enjoy simple times spent with family and friends. A potluck, a game of cards or a board game, a bonfire, or a camping trip will always be perfect ways to spend my time.
“I am a daughter, a sister, a wife, a mother, and an employee. I am busy. I am blessed.”
CLIENT RELATIONSHIP MANAGER
I have 17 years of sales management experience in the jewelry industry. I have also spent a short time in recruiting.
Cherry wants you to know:
Begin your financial journey with the end in mind.
I love spending time with family and friends, musical theater, and taking care of my fur babies. Mexican, Asian, appetizers, and anything spicy are my favorite foods. I just love food.
"I love to laugh. When you love and laugh abundantly, you live a beautiful life."
Client Relationship Concierge
Chris has over 18 years of experience in the financial services industry. Before joining the Anchor team, Chris worked as the Executive Director of a local non-profit organization.
Chris wants you to know:
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.
I love to travel and everything Disney. My favorite trip was to Roatan where I visited a sloth rescue and got to play with sloths, monkeys, iguanas, and tropical birds all day. I plan to take a cruise around the world someday.
"Virtually nothing on earth can stop a person with a positive attidude who has a clear goal in sight."
BUSINESS DEVELOPMENT & MARKETING MANAGER
Katie served as a Registered Nurse for seven years before coming to work alongside her husband, Adam, as an office assistant at Anchor Wealth Management. This provides them with flexibility and a work/life balance for them and their three children.
Katie wants you to know:
I want what’s best for YOU and the legacy you will leave behind for your family.
I am a children’s worship leader despite the fact that I can’t carry a tune. I just love to dance!
“I am a believer. I believe that unimaginable results come through our own shortcomings and weakness. In life this requires faith, in finances this requires support.”
BILLING & BRAND IDENTITY DIRECTOR
Angie’s whole career has been serving people. With many years of experience in both teaching and healthcare administration, helping people of all ages is her passion.
If you could only tell potential clients one thing, what would it be?
Content people may not have the best of everything, but they make the best of everything.
I love making memories with family and friends! I love flea markets, music, water sports, and I’m always up for trying something new!
“Be the reason someone smiles today!”