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Award
received November 2006 |
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Ann W. Hartmann,
MBA, CLU, ChFC, AEP®
Hartmann & AssociatesAnn
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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