Anna Meurer

Anna Meurer is a Financial Advisor who takes a big-picture approach to financial planning, starting with what really matters—getting to know her clients, understanding their values, and building a plan that truly aligns with their goals. She believes that financial success isn’t just about numbers; timing, intuition, and alignment play a role too. Whether it’s budgeting, getting out of debt, or boosting credit scores, Anna helps her clients navigate their financial journey with both strategy and a touch of trust in the universe’s timing. Anna’s been in the industry since 2011, holding her Series 7 and Series 66 securities licenses, and she’s a CERTIFIED FINANCIAL PLANNER® professional and Behavioral Financial Advisor™. Right now, her registrations are with Osaic Wealth, Inc. Outside of work, Anna and her husband, Spencer, have been happily married since 2014, and they have two daughters who keep life fun and busy! She loves getting creative in her free time and is always up for a good board game or card game with her family. She’s also deeply involved in the community through the Regional Saint Charles County Chamber of Commerce, Little Black Book, and serving on the board at the Salvation Army. If you ever need someone to talk to, Anna’s the kind of person who always makes time to listen—sometimes, the right conversation at the right moment is exactly the sign you need.