Annie provides exceptional client service and is a team player who is always happy to help our entire office with a variety of projects. She is an integral part of the team who can assist with client services, events, social media and marketing.
Her previous industry experience includes working for Capital One Financial Advisors, Pacific Marine Credit Union (CUNA Brokerage) and First Command Financial Planning. She has several years' experience in client service and working with the public in various capacities including banking, tourism and marketing. She holds a Series 7 and 63 license as well as an Alabama Life Insurance license.
She earned her Bachelor of Arts from the University of North Carolina-Wilmington and earned her Master of Science in Administration from Central Michigan University. She grew up in Huntsville, AL and moved back to Alabama after her husband retired from the Marine Corps. She lives in Hoover with her husband and daughter.
Away from the office she has many interests such as volunteering, traveling, outdoor activities along with spending time with her family.