Ann Shefchik joined TMS Financial in January 2011 and has become a valued resource for clients and team members alike. She attended UW – Green Bay and is a member of the American Payroll Association.
With a background in customer service, banking, and payroll administration, Ann brings a wealth of experience to her role. Her responsibilities have included compliance, transaction processing, tax filings, and payroll administration. At TMS Financial, she focuses on customer service and payroll processing, helping small business owners manage their payroll needs efficiently so they can focus on running and growing their businesses.
Ann is passionate about providing personalized service and finding solutions that fit each client's unique needs. She takes pride in building strong relationships and delivering the support clients need to succeed.
Outside of work, Ann enjoys spending time with her husband, Kevin, and their six adult children. She especially enjoys celebrating family milestones. In her free time, Ann enjoys writing, exploring Wisconsin’s trails, dancing, and traveling.
*Ann is not affiliated with Osaic Wealth.