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Anne Caldwell

Anne Caldwell

Operations Manager

Anne Caldwell is the Operations Manager at SHA Retirement Group.  She is responsible in assisting with the firm’s service model to clients, including their ASP (Annual Service Plan) and managing the delivery of each ASP throughout the year.  She is also responsible for maintaining the daily operations and multi-media of the firm, including website and social media, and preparations for conferences and summits that our advisors represent and speak, as well as marketing initiatives.  

Anne has previously worked in Project Management and owned her own business.  She joined SHA Retirement Group in 2018.  She graduated from Western Michigan University with a Bachelor of Science in Business Administration with major in Marketing.

Anne enjoys spending time with her family, including her husband Gary and their two children.  In her spare time she enjoys golfing, boating, running, biking, and travel.