Annie was born and raised in Tucson, AZ where she earned her degree in Elementary Education from Prescott College. With over two decades of experience across wealth management and education, she brings a unique blend of strategic leadership, financial expertise, and relationship-building to her role. Annie spent over 12 years at Northern Trust, most recently serving as a Financial Advisor and Sales Practice Principal overseeing regulatory compliance across the West Region. Prior to transitioning to finance she spent a rewarding nine-year career as a Teacher and Professional Development Leader within the Tucson Unified School District.
Outside of her professional life, her world revolves around her family, their deep love for animals, and a passion for travel. They love discovering new cultures together, an adventure that recently culminated in an unforgettable family trip to Scotland to experience Taylor Swift’s Eras Tour live. Whether helping clients navigate complex milestones or traveling the world with her family, she is driven by connection, community, and making every journey count.