Wealth Advisor - Capital Planning Wealth Management
Annie joined Capital Planning in 2013 and works with clients to develop a financial plan by first understanding their specific values and goals, and then devising a plan that is customized to each client’s needs. In addition to her role as an advisor, her specialties in Social Security optimization and retirement cash flow construction, lend her to work in partnership with their advisors to address the specific needs of all Capital Planning Wealth Management clients. Above all, her goal is to always serve in the way she would want to be served: with complete competence and care.
Her passion for financial planning has led her to pursue multiple advanced designations and continued education. She is a Certified Financial Planner (CFP®️), a Retirement Income Certified Professional (RICP®️), and a Behavioral Financial Advisor (BFA™️). She also holds the FINRA general securities representative registration with LPL Financial and the Investment Advisor Representative registration through Private Advisor Group. She earned a Bachelor’s degree in Sociology and Liberal Studies from West Chester University and served as the captain of the women’s golf team.
Annie resides on a small farm in Zionsville with her husband, Jeff, and their chocolate lab, Scout. She is a lifelong learner with a never-ending hobby list. In her free time, you might find her anywhere from a golf course to a hiking trail, a woodworking shop, or a tree stand, usually with a book in hand. She is blessed with a wonderful group of family, friends, and clients who she enjoys spending time with every chance she can.