Lea Anna Hartman, CIMA®, CRPS®, AIF®

Regional Sales Vice President

Lea Anna is passionate about helping people build the best future possible. As a Regional VP of Sales, she is responsible for all aspects of the client relationship and driving sales with Independent, Wirehouse and Registered Investment Advisor (RIA) financial advisors. Lea Anna acts as a consultative business partner with advisor practices to help them navigate markets, portfolios, and business issues. She has over 20 years of experience in financial services, with a focus on retirement planning, and has served as a financial advisor as well as a consultant with OppenheimerFunds and Invesco. She also holds the Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF) and Chartered Retirement Planning Consultant (CRPC) designations.