About Annie
As a former educator, I’ve always been passionate about helping others grow - in knowledge, confidence, and purpose. Now, as a financial advisor, I bring that same heart for guidance and empowerment to individuals and families making important financial decisions. My approach is rooted in integrity, stewardship, and faith-based values, ensuring that every plan reflects what matters most.
With experience in personal finance, investment strategies, and retirement planning, I strive to offer more than just financial advice. I walk alongside my clients as a trusted guide, helping them navigate life’s financial milestones with clarity and confidence. Whether you're planning for your family’s future, growing your wealth responsibly, or seeking to be a generous steward of what you’ve been given, I’m here to support you every step of the way.
I consider it a privilege to serve clients who are looking for counsel that reflects their values. Let’s work together to build a financial future that honors your values and empowers your life’s mission.