Anne Phelps
Senior Director, Wealth Management
Anne Phelps possesses over 12 years of accounting and wealth advisory experience.
She manages client relationships, including developing asset allocations, implementing and monitoring portfolios, and financial and retirement planning.
Anne is a Senior Director and member of Choreo’s Welath Management team where she works principally with high-net-worth families assisting with income tax planning and compliance, as well as planning for trusts and gifting.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONSÂ
- American Institute of Certified Public Accountants
- Estate Planning Council of St. Louis
- Investments & Wealth Institute
- Missouri Society of Certified Public Accountants (MSCPA)
EDUCATION
- MAcc., University of Missouri
- B.S., Accounting, University of Missouri
