‍Say Hello To

Anna Treppa

Concierge

I joined ISTO in October 2026, bringing a passion for meaningful work and a desire to make a positive impact. I graduated from Wayne State University with a B.A. in Mathematics, and previously worked at a large financial advisory firm, providing administrative support and helping keep daily operations running smoothly.  

As ISTO’s Concierge, I enjoy being hands-on, building relationships, and creating welcoming experiences for our clients and team. I’m driven by the opportunity to make a difference, whether through the small details or the bigger moments that bring people together.  

Outside of ISTO, I enjoy spending time outdoors with my fiancé, Greg, traveling, and exploring new hobbies. 

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Why I joined ISTO…

From my first interaction with Paul to meeting additional team members, I knew ISTO was somewhere special. The firm genuinely puts its culture and mission at the forefront of everything it does, from supporting its team, to serving clients, and giving back to the community. ISTO feels like more than a firm; it feels like family, and I wanted to be a part of that. 

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How I am In Service To Others…

I strive to make every client and visitor feel welcomed, comfortable, and cared for from the moment they walk through our doors. Whether I’m recognizing life’s milestones, supporting our team behind the scenes, or helping our Team & Community Specialist bring events to life, I want people to feel valued, and know that the little details matter. 

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The Core Value I resonate most with at ISTO is…

Putting others first…always. I believe our most meaningful work happens when we prioritize others’ needs, meet people where they are, and create an environment where they feel supported and understood. Even small acts of thoughtfulness can make a lasting impact, and I strive to bring that mindset to every interaction.

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Meet More Team Members

Alexander Legg

Wealth Planning Associate

Josh Kinnee

Wealth Advisor

Juliana Chabot

Wealth Planning Associate

Adam Legg

Wealth Planner

Paul Housey

Co-Founder & Chief Executive Officer

Thomas Kaliszewski

Client Service Associate

Kyara Gonzales

Operations Liaison

Sandra Noworul

Director of Coaching & Culture

Jill Wall

Chief Investment Officer

Eddie Sharrak

Business Operations Specialist

Myah Burke

Operations Associate

Kayla Smiley

Executive Assistant to Chris Fisher

Tyler DeCoster

Director of Wealth Planning

Yash Patel

Technology Associate

Jenna Holzberger

Wealth Planning Associate

Karole Lams

Senior Client Service Associate

Craig Einhorn

Client Service Associate

Kara Mitchell

Director of Wealth Advising

Julia Maguran

Wealth Advisor

Erica Crosby

Client Service Associate

Madison Kukla

Team & Community Specialist

Katie Gillman

Senior Wealth Advisor

Holly Burton

Executive Assistant to Paul Housey

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