Local: (570) 387-1034
Toll Free: (800) 433-1828 ext. 127
Joining Kades-Margolis in 1999, Anne followed her husband, Bob, to the leading advisor firm specializing in the educator’s needs. In addition to providing retirement plans, she also offers life and long-term care insurance. Anne is well versed in the Public School Employees’ Retirement System (PSERS) and enjoys speaking throughout the state on retirement readiness and pension options.
Before joining Kades-Margolis, Anne was a co-owner of multiple Real Estate offices in Columbia and Lycoming Counties. Educated at the Indiana University of Pennsylvania and earlier at East Lycoming School District, where her parents both taught physical education and health, Anne continues pursuing accreditations in her field.
Anne is a Registered Representative of GWN Securities Inc., an independent registered broker-dealer. Her registration allows her to offer variable annuities and mutual funds. She also is separately insurance-licensed for life and long-term care insurance.
She also has worked closely with the Kades-Margolis’ Employer Plans Department in establishing and providing employer plans. These plans include Section 125 Plans, Health Reimbursement Accounts, Employer Incentive Contributions and The Sage College Tuition™ Rewards Program.
Being the mother of a scholar and athlete, Anne has spent many hours fundraising and co-chairing the field hockey boosters for many years. She has also coached track, little league softball and YMCA basketball throughout the years.
Her daughter, Sloane, will attend Susquehanna University. She will play field hockey for the university in the fall of 2013, while pursuing a degree in Business.
Anne’s family, comprised of her husband, Bob, daughter, Sloane, and mother, Christine, live together in Bloomsburg, Pennsylvania. All enjoy travel and sporting in the great outdoors and spending quality time with their great friends.