Anna M. Beam

Anna M. Beam

Financial Planning and Trading
Client Service Advisor

"I believe in the importance of effective communication in order to deliver a message and build a trusting relationship between SFG and its clients."

As a Client Service Advisor, Anna services two primary roles by supporting both the trading department and SFG’s operations. Anna contributes to managing both internal and external communications, and assists the advisors to provide excellent client service. She is the publisher of the SFG Weekly newsletter and manages SFG social media platforms. Anna’s interpersonal communication and technical skills give her the ability to create and organize special projects.

Anna graduated from Purdue University with her Bachelor in Business Management. Anna served as a Board Member of Lotus Reach. Lotus Reach is a non-profit organization located in Porter County that focuses on helping children in need.

Anna’s hobbies include hiking, traveling, reading, and yoga. She is also happily married.

Anna’s Qualifications

  • Education
    • Bachelor of Science, Business Management, Purdue University Northwest, 2017