Throughout her career in financial services, Annie has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the quality level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining our team in July 2022, Annie was a senior branch office administrator at Edward Jones.
Originally from Conroe, Texas, Annie lives in Dobbin, Texas, with her husband, Dan. In her free time, Annie enjoys camping, farming and gardening.