“Financial stability is a huge part of our lives and to some people, a huge cause of stress. I want to be someone that clients can trust to help them make smart financial decisions when it comes to their wealth plan. I was drawn to Truepoint because of the company culture focused on teamwork and collaboration.”
Annie’s Story
As a member of the Financial Planning team, Annie supports the efforts of our Financial Planners and Advisors. Annie documents client meetings, ensuring that the Truepoint team remains attuned to clients’ evolving financial goals. She collaborates closely with Financial Planning specialists, aiding in refining financial plans and conducting comprehensive data analyses to drive well-informed recommendations. Annie is working toward her CFP designation.
Outside the office, Annie has an active lifestyle, exploring the outdoors and traveling often. She loves reading, spending time with family and friends, and trying new restaurants and breweries in the Cincinnati area.
Specialties: financial planning