Anne Schimmel Beck, CFP®, EA
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, EA
E-mail: Anne@BeckFinancials.com
I have been a CFP® since 1997 and consider myself more of a Financial Coach, helping to guide clients towards their goals in a holistic way. I am also an Enrolled Agent with the IRS and offer tax consultations with individuals and businesses, as well as assisting with QuickBooks.
I am a founder of a nonprofit called Reach Out Children's Fund, which helps students in extreme poverty that live in the Andes mountains of Peru. I also am a current volunteer at Savvy Ladies, a nonprofit empowering women through financial knowledge, in addition to volunteering to find homes for horses in kill pens.
In my spare time, I love hiking, kayaking, and yoga. I have been married to Greg for many years, and we have 2 amazing daughters that both attended MSU. Go green!