OUR TEAM
Lea Anna HartmanNational SalesCIMA®, CRPS®, AIF®(404)-844-7835
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Lea Anna serves as National Sales Representative for OneAscent Investment Solutions. She’s responsible for business development with 3rd party platforms and advisors, including broker/dealers, RIAs, custodians, 401k recordkeepers and aggregators. She has over 20 years experience in the financial services industry.
Prior to joining OneAscent, Lea Anna spent 15 years as an external sales consultant for a major asset management firm, specializing in retirement planning and helping advisors win and retain qualified retirement plans. Lea Anna has Southern roots, and earned her B.S. in Business Administration from Winthrop University in South Carolina. She also holds the Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF) and Chartered Retirement Planning Consultant (CRPC) designations.
She currently resides in Atlanta, GA with her 2 hound dogs, Elvis & Waylon. Among her many interests are volunteering at local animal shelters, playing tennis, running and serving at her local church, Passion City Church.
Ready to work with our team?