“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 works collaboratively with Truepoint’s specialist teams to provide a seamless and holistic experience for clients. She enjoys building strong relationships with colleagues and clients alike, fostering teamwork and trust to achieve shared goals. Annie creates and presents customized wealth management plans that align with each family’s unique values and objectives, and helps clients feel confident and empowered in their financial journeys.
Outside of the office, Annie enjoys an active lifestyle, exploring the outdoors and traveling often. She loves reading, spending quality time with family and friends, and discovering new restaurants in the Cincinnati area.
Specialties: financial planning