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Giving clients everything they need to take control of their future
Years in the industry: 38
Years with CMA: 7
Licenses and Education: Series 7, CEBS (Certified Employee Benefits Specialist). BA in Mathematics, MBA in Finance and Economics
For clients with retirement questions, Annette is better than Google.
Thanks to decades of experience built on top of an extensive education, Annette provides the insights and guidance everyone needs, ensuring employers and employees benefit from their retirement plan.
However, Annette doesn’t merely deliver information in a cold, calculating style. Rather, she provides meaningful, tailored guidance in a way that allows each client to enjoy the future they always wanted.