With the support of team members at GDS Wealth Management, Annie works diligently to help you develop both your personal financial plan and a detailed investment strategy. Annie’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Annie has been working in the financial industry for more than a decade and is motivated by a desire to help others understand finances and budgeting. Annie recognizes that many people tend to shy away from these areas because they find them stressful or intimidating, but she is here to help make the process easy and straightforward for you. The client is Annie’s top priority, and she works diligently to be transparent, organized, and caring in her relationship with her clients. Annie is passionate about her work as a financial planner and strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
Originally from Pampa, TX, Annie currently resides in the Dallas area with her fiancé, Chase. When she’s not working, she enjoys reading, hiking, painting, and spending time with Benny, their Golden Retriever rescue. Be sure and ask Annie to show you pictures – Benny is adorable!
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