Annette provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Annette uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Annette monitors its performance on an ongoing basis, and makes any adjustments as needed.

Annette has 20 years’ experience in investment services, specializing in retirement planning. Her high level of performance earned her the LPL Financial Freedom Club Award. This distinction is given by LPL Financial to top advisors based on annual production compared to more than 14,000 registered LPL advisors nationwide. It reflects Annette’s experience in delivering the financial advice and personalized service her clients need to pursue their financial goals.

Annette’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 66, LIFE & HEALTH