Meet Anna
Anna is a Relationship Manager based in the Schaumburg, Illinois office. She joined Mercer Advisors through the acquisition of Poterack Capital Advisory where she was a Client Relationship Manager and served for more than 18 years. Anna finds motivation in connecting with people and being helpful. She aims to provide clients with a white glove experience.
Her working style
Anna’s working style is solution‑oriented, calm, and grounded in simplicity. She focuses on building genuine relationships and takes care to make people feel seen, heard, and understood. Known for her steady presence and positive energy, Anna enjoys helping others and looks for opportunities to brighten each interaction while guiding clients forward with clarity and care.
Anna in real life
What keeps you busy outside of work?
I lift weights every morning at 5:30. After work, I am happiest when I am with my husband Brian, our daughter Lily, and our two dogs Fozzie and Toby. We love to travel!
How do you give back?
I volunteer at my daughter’s school by heading up ‘Artistic Adventures’ where I organize monthly art lessons for all students K-6th grade. As a family, we also volunteer at the local Ronald McDonald house and no-kill animal shelter.
What makes you tick?
I’ve always had the blessing of a close-knit family. This has taught me to never take people for granted and be aware of how meaningful real connections are in your life.
Ready to learn more?

Explore More

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan
April 13, 2026