Larson Financial Group

Anne Miller has recently joined LFG as a Para Planner for Paul Larson. Before coming to us, Anne worked as a tax advisor for the high net worth division of a large national tax firm for seven years. She has always enjoyed helping clients better understand the tax ramifications of their investment decisions. While employed as a tax advisor, she was responsible for servicing a group of 150 clients and earned her Series 6 and 63 securities licenses.

Anne started her career in Corporate Finance. She completed her MBA in Finance at Southern Methodist University in Dallas. She worked as a Senior Financial Analyst in Portfolio Management for a large bank in Texas before relocating to St. Louis. She managed worldwide Cash Flow Consulting for Reuters once she settled in St. Louis. After a number of years of corporate analysis, she decided to pursue tax work as a means of working directly with clients. She finds the Para Planner role a perfect fit for her client experience and investment knowledge. She plans to complete her Series 7 and CFP® designations in the future.

Anne and her husband Joe live in Ballwin, a west suburb of St. Louis. Their son Patrick is a finance major at University of Missouri-Columbia. He is very active with Alpha Kappa Psi, a business fraternity. Anne and Joe are very busy planning to send their son to Spain for a semester abroad in 2011. Anne's hobbies include gardening, water aerobics, singing with her church choir, reading, cooking, and visiting family.