Anna Formicola

Anna Formicola currently serves as Senior Vice President at Wealth Enhancement Group, an independent financial planning firm known for its comprehensive team approach and dedication to long-term client relationships, since November 2022. Prior to this role, Anna was Principal and Director of Client Services at BTR Capital Management from October 1989 to November 2022, where the firm focused on serving high net worth individuals, families, and foundations as an independent, employee-owned, SEC-registered investment advisor. Anna's educational background includes studies at Northwestern Michigan College.