Annie’s Story:
Annie joined WealthClarity in 2020 with a passion for building trust, empowering clients, and helping them feel confident in every phase of their financial journey. Her mission is to ensure that financial plans are not only technically sound but also rooted in a deep understanding of what truly matters to each client, whether that’s protecting family with insurance, pursuing freedom in retirement, or building long-term wealth. She’s especially passionate about elevating women in financial decision-making, ensuring they have a seat at the table and the tools to succeed. Before her career in finance, Annie spent 20+ years as a health and fitness professional, which honed her ability to motivate clients and guide them through meaningful life changes. Outside the office, she enjoys Colorado’s great outdoors with her husband, two daughters, and their lively Goldendoodle.
Professional Experience & Qualifications:
Annie brings a strong foundation of planning expertise and client care to her role as a financial advisor. Her background and qualifications include:
- CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner
- FINRA Series 7 and 66 Securities Licenses (held through LPL Financial)
- Bachelor of Science, Ithaca College
- Independent health and fitness professional (20+ years)
Specialties:
- Comprehensive financial planning
- Retirement income planning (creating a “paycheck” in retirement)
- Guiding families through life transitions
- Helping clients align financial strategies with life goals
- Tax-aware investment strategies
- Risk management
Community Involvement:
- Member of Financial Planning Association (FPA)
- Mountain Bike Trail Guide – GGB Women’s Organization
- Financial Educator – Backcountry Beauties
Fun Fact:
Annie has a twin sister. The twin connection is real – during childhood, they were unbeatable in Pictionary!
Scheduling:
Please schedule with Annie through the OnceHub portal or contact her via her direct line: (720) 603-1425.