“I believe that the best way to serve the
financial objectives of our clients
is to walk beside them during important decisions
that happen throughout their lives.”
Annie is an advisor uniquely purposed in deeply serving the wealth management needs of others. Her father died when she was young and Annie watched her mother struggle financially and with all the burdens of having 7 children as a suddenly single mother. Annie always knew that she wanted to help other women, and people in general, to prepare and plan financially as well as to help during the uncertainty that happens when going through a life-changing event. In the spirit of her mother, Annie became an investment advisor with the sole purpose of helping others become educated, empowered, and financially strong.
Today, Annie’s firm, Synergy Financial Services, has been ranked by Barron’s as one of the top practices in the United States. It is an introduction-based firm that works primarily with those who come from an introduction by a current client or other professional, like an attorney or CPA. Many of those Annie serves come because of her Women’s Financial Planning process designed for those who are transitioning through a divorce or recently widowed. Other clients, who are families and businesses, have come from introductions from her loyal clients.
Annie is an Advisor Representative of Lincoln Financial Securities Corporation, with over 29 years of working with clients, helping them meet their financial goals. Her professional activities range from business owner, trainer, public speaker, and mentor. She is a member of NAIFA (the National Association of Insurance and Financial Advisors), and she holds an LUTCF® designation (Life Underwriter Training Council Fellow) for her additional education and commitment to her business.
Annie’s main objectives are to educate, empower and enable people to become financially independent through cooperative financial management, wealth accumulation and preservation strategies.