Annie’s hometown is Lawrence, Kansas. She is a third generation Lawrence native. Annie
graduated from the University of Kansas with a Bachelor’s in Social Welfare then attended
Baker University for her Masters of Business Administration in International Business and
Human Resources.
She earned her CERTIFIED FINANCIAL PLANNER designation in 2022. Her passion is working
with clients and families to pursue their financial goals and establish multi-generational wealth.
She enjoys helping families navigate the ups and downs life brings.
Prior to Financial Planning, she was a Regional Sales Manager in the Seattle, Washington area
in the Insurance industry.
In her free time, Annie is a dedicated mother of two boys who keep her busy with sports,
church, volunteering and travel. They enjoy taking road trips around the U.S. visiting friends and
family. She is passionate about education and considers herself a life long learner, always wanting to
know more about any endeavor she encounters. She serves on many local Boards including
the Boys and Girls Club of Lawrence and Lawrence Schools Foundation.
EDUCATION
- Social Welfare, University of Kansas 2001
- Masters of Business Administration, Baker University 2009
- Certified Financial Planner CFP® 2022
LICENSES
- Series 7: General Securities Representative License held with LPL Financial
- Series 66: Investment Advisor Representative License held with LPL Financial
- Life & Health: Insurance License