About our Firm

Here’s our story. We look forward to hearing yours.

Anne Wallenberg Executive Assistant

Phone: 847.268.3670 x.101

Anne Wallenberg brings more than 20 years of experience in the financial services and insurance industry to PFS. She has worked in all areas of office administration and specializes in customer service.

Anne lives in Glen Ellyn, Illinois, and enjoys spending time with her husband and three children. As a family, they love skiing, camping and attending plays and musicals.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at lgoldstein@pfswm.com or call us at 847.268.3670 today!