Distinguished
Accredited Estate Planners®
  
Award received November 2006
Ann W. Hartmann, MBA, CLU, ChFC, AEP®
Hartmann & Associates

Ann W. Hartmann, MBA, CLU, ChFC, AEP® is a financial consultant and principal of Hartmann & Associates (an affiliate of Lincoln Financial Advisors). Her practice specializes in comprehensive planning for upper affluent business owners and executives.

Ann was the 2001-2002 President of the National Board of the Society of Financial Service Professionals and currently serves on its Nominating Committee and as a Chapter Liaison. She was a member of the board of the American College (Bryn Mawr, Pennsylvania). Ann served as President of the Toledo Chapter of the Society of Financial Service Professionals from 1988 to 1990 and is again its President for 2005-2006.

She also has served as President of the Toledo Association of Life Underwriters, as a board member of the Toledo Estate Planning Council and is a securities arbitrator for the National Association of Securities Dealers (NASD).

Active in the community, Ann has served as national 1st Vice President for Girls, Inc., and president of Maumee Valley Girl Scouts. She is currently Stewardship Chair for Epworth United Methodist Church. She is Fundraising and Marketing Chair on the board and a Foundation member for the Friendly Center, Treasurer of the Zonta Club of Toledo 1 Foundation and a major gifts solicitor for the Toledo Museum of Art.

Ann speaks nationally on investment planning, business owner planning and practice management. She is listed in "Who's Who in America" and "Who's Who in the World."  She holds a BA in education from Montclair State College and an MBA in finance from Rutgers University.

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