With a heart for service and a background rooted in discipline and precision, Annette brings a unique blend of compassion, commitment, and financial expertise to every client she serves. Annette’s time in the U.S. Army instilled a deep sense of duty and resilience, while her experience in finance sharpened her skills in strategy and problem-solving. Helping others isn’t just what Annette does—it’s who she is. Whether guiding clients through major financial decisions or life transitions, Annette here to serve with integrity, excellence, and a mission.