As Chief Client Officer, Annette leads the team of Financial Advisors and Client Relationship Managers at Liberty Wealth Advisors®. She also manages ongoing projects and initiatives to better serve clients, with a focus on client satisfaction and operational excellence. Annette believes in the Servant Leadership management philosophy: we place the needs of our clients and our team before our own individual needs, and we exhibit leadership by serving others. This culture of service aligns with Liberty Wealth Advisors® role as fiduciaries to our clients.
Annette has worked in the financial services industry as a trusted advisor for over fifteen years. She takes pride in using her extensive experience to help clients identify and achieve their financial goals through a comprehensive planning approach. In addition to her work as a Financial Advisor, Annette has experience in leadership roles, helping to drive transformative organizational change through ongoing process improvement, team leadership, and talent acquisition.
Annette earned her bachelor’s degree from Oakland University and her MBA from Walsh College. She is also a Certified Wealth Strategist® and holds the Accredited Investment Fiduciary® (AIF®) designation. Annette is a private pilot and enjoys serving as a volunteer for several non-profit entities serving her community.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Royal Oak, MI 418 North Main Street
Stamford, CT 707 Summer Street
Royal Oak, MI 48067
Stamford, CT 06901
Royal Oak, MI
418 North Main Street
707 Summer Street