Anna Polonis
Anna is an insurance and financial assistant with over 10 years of experience supporting teams through precise record keeping, clerical support, and daily administrative tasks. She brings strong organizational skills and a detail-oriented approach to every project, helping ensure smooth and efficient operations. Whether managing documentation or assisting with client communications, Anna is committed to providing dependable support that keeps everything on track. Her goal is to make complex processes feel seamless for both clients and colleagues.
An educated workforce is an empowered workforce.
The more your employees know about personal finance, the more actively engaged they will be in taking control of their financial future. We can assist.