Annie is a Client Service Associate in the firm’s Potomac, MD office, serving as a first point of contact for clients and helping to complete ongoing tasks.

She has a strong background in client service in the financial industry, having spent the last 4+ years in various client-facing roles with other investment advisors and financial firms.

Previous Experience

  • Operations & Compliance Administrator at XML Financial Group
  • Client Service Associate at XML Financial Group
  • Client Service Associate at Edelman Financial Engines
  • Wealth Management & Investment Fiduciary Services Client Associate at The Private Bank, Wells Fargo Bank
  • Estate Services Client Associate at The Private Bank, Wells Fargo Bank

Education & Credentials

  • BA, University of Maryland, Psychology