Philosophy:     I believe that anyone can achieve their financial goals if they have a solid financial plan in place.  Financial success can be simple but not easy. To me, it comes down to two fundamental concepts: spend less than you earn, and pay yourself first.  Although these concepts are not difficult to understand, they can be tough to achieve without some help along the way. Building a solid plan, and having the discipline to stick to your plan, is the key to success.  I firmly believe that education is the only antidote to fear, and my passion is helping to educate our clients, so that they are empowered to make wise financial decisions.
 
What Drives Me:  I love helping people uncover what's most important to them, both personally and financially.  I find a deep satisfaction in helping my clients develop a strong financial plan that they feel is achievable. My job is to help my clients make their goals a reality, and it's hard for me to imagine a more rewarding career.
 
Personality in Three Words:  Passionate, Empathetic, Trustworthy.

Best Financial Advice Ever Received:  Start saving for retirement now!
 
Interests Outside the Office:  When I'm not in the office, I love spending time on my small farm with my four-legged children. The farm family includes two dogs, Dagny and Ellie, two horses, Oliver and Twist, one cow, Moolan and 5 chickens.  When I'm not taking the "kids" on adventures, I love relaxing with a good book.  During law school, I developed an avid passion for baking and love to create beautiful and sweet treats for special occasions.  Of course, enjoying good food and good friends are always a favorite pastime. 

On My Nightstand:  The Count of Monte Cristo, by Alexandre Dumas and Atlas Shrugged, by Ayn Rand.

If  I Weren't Doing This, I'd Be:        Making a professional go at riding horses!
 
Background:  Annie is a graduate of Washington and Lee University in Lexington, Virginia, where she earned a Bachelor of Science in Accounting and Business Administration.  She holds a law degree from the University of Florida Levin College of Law, where she earned a Certificate in Estates and Trusts Practice.  Annie is a financial advisor, and has been affiliated with Raymond James since 2015, and holds Series 66, Series 7, and Series 24 certifications, in addition to being a CERTIFIED FINANCIAL PLANNER® certificant..   Annie is passionate about financial planning, and is excited to share her wealth of industry knowledge to assist clients with achieving their financial goals. 
 
*Raymond James and its financial advisors do not render advice on legal matters.  You should discuss these matters with the appropriate professional.