Anna Bloom

Anna Bloom started in the industry at Mutual of Omaha in Omaha, Nebraska and the sister company, Kirkpatrick, Pettis, Smith, and Polian.  After working as Senior Trust Officer for six trust departments, Ameritrade and Securities America, she moved to the Chicago area and joined Waterstone Financial Group as Compliance Officer and Head Examiner. Anna was responsible for branch audits for over 600 advisors.  Additionally, she had the sole responsibility for new advisor transitions, transitioning over 100 advisors to the firm.  Anna partnered with Joe in 2009 to form Advisor Services Group.