Anna Baumert

Anna Baumert

Customer Service Associate

(405)562-5854

anna.baumert@lpl.com

Anna joined Distinct Wealth Management in June of 2025. With over a decade of experience in medical client services, she has always been driven by her passion for people, helping others, solving problems, and making meaningful connections. That same dedication now shapes her work in the financial service industry, where she strives to provide clients with an excellent level of care and attention.

Her focus is on building genuine relationships with our clients. She is often the first to answer the phone and assist with our clients needs.   Anna finds fulfillment in knowing that each interaction can make a lasting impact on a client's peace of mind.

Anna plans to pursue her securities licenses through LPL Financial to further expand her ability to serve clients and deepen her expertise within the industry.  

Outside of work, she enjoys spending her time with her family, 3-D printing, crafting, and hiking.