About Us

As President, Annette leads the team of Financial Advisors and Client Relationship Managers at Liberty Wealth Advisors. She also manages ongoing projects and initiatives to better serve clients, with a focus on client satisfaction and operational excellence. Annette believes in the Servant Leadership management philosophy: we place the needs of our clients and our team before our own individual needs, and we exhibit leadership by serving others. This culture of service aligns with Liberty Wealth Advisors® role as fiduciaries to our clients.

Annette has worked in the financial services industry as a trusted advisor for over fifteen years. She takes pride in using her extensive experience to help clients identify and achieve their financial goals through a comprehensive planning approach. In addition to her work as a Financial Advisor, Annette has experience in leadership roles, helping to drive transformative organizational change through ongoing process improvement, team leadership, and talent acquisition.

Annette earned her bachelor’s degree from Oakland University and her MBA from Walsh College. She is also a Certified Wealth Strategist® and holds the Accredited Investment Fiduciary® (AIF®) designation. Annette is a private pilot and enjoys serving as a volunteer for several non-profit entities serving her community.

Areas of Experience

• Wealth Management
• Financial Life Planning
• Investment Guidance
• Management
• Finance
• Leadership

Beginning Jan 3, 2023, advisory services and related content on this website, including the video presentations herein, are offered and provided through Prime Capital Investment Advisors, LLC, a federally registered investment adviser. Prior to this date, all such services and related content were offered and provided through Liberty Wealth Advisors.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

Mike Parry is the Director of Wealth Planning at Liberty Wealth Advisors. For over 30 years, he has provided customized financial advice and leadership to individuals and companies of all sizes. Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a licensed life and health insurance agent. He is also a past-president of the Financial Planning Association of Connecticut. Mike has dedicated his career to helping people identify and achieve their long-term financial goals. He seeks to simplify his clients’ lives through personalized solutions that free their time to focus on what matters most to them.

When creating customized wealth management plans, Mike values the opportunity to learn about the unique investment and wealth management needs of his clients. As a result, these plans often include coordinating financial and investment advice, tax planning, retirement planning, college savings planning, elder care planning, insurance planning, business succession planning, gifting and charitable trust planning, legacy and estate planning, and more.

Mike believes in taking a long-term, strategic approach to investing. He utilizes a disciplined process, maintaining low costs and exploring an open investment architecture to help clients capture market-based returns while minimizing risk. He also adheres to the Servant Leadership management philosophy – placing the needs of his clients and his team ahead of his own and exhibiting leadership by serving others.

Mike currently serves on the Board of Directors for the Highland Green Foundation, a nonprofit supporting music, the arts, education, and architectural preservation. He previously helped with the annual fundraising for Kids-In-Crisis by participating in their annual triathlon. He is an elder of the First Presbyterian Church of Stamford, where he has been an active member for over 25 years. Outside of the office, Mike enjoys spending time with his wife and two daughters. He is a dedicated athlete and regularly competes in triathlons, swimming, and running events.

Areas of Experience

• Wealth Management
• Financial Life Planning
• Investment Guidance
• Retirement Planning
• Estate & Legacy Planning
• Tax & Benefit Planning*
• Charitable Giving
• Business Succession Planning
• Education Planning
• Family Support Planning
• Executive Compensation
• Compensation
• Portfolio Construction & Management
• Wealth Transfer Strategies
• Risk Management
• Banking & Credit Management
• Insurance

*This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.

Beginning Jan 3, 2023, advisory services and related content on this website, including the video presentations herein, are offered and provided through Prime Capital Investment Advisors, LLC, a federally registered investment adviser. Prior to this date, all such services and related content were offered and provided through Liberty Wealth Advisors.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. 

Rich has extensive experience as a Financial Advisor dedicated to providing clients with wealth planning and portfolio management services tailored to each client’s unique long-term financial goals.

Rich spent 23 years at a leading international wealth management firm. He served as a Managing Director and Multi-Asset Portfolio Manager and Strategist, managing $3.8 billion in assets across fixed income, equities, commodities, and alternatives. Additionally, he led a team focused on constructing and implementing bespoke solutions for their clients. Rich has been committed for years to advising clients on overall portfolio structure, long-term strategy, and investment policy in order to achieve their long-term financial goals.

Rich has worked internationally, spending time in London and Tokyo constructing and managing multi-asset portfolios including market neutral, target risk, and income.

Rich is committed to the Servant Leadership values that embody the culture of service to clients and community at Liberty Wealth Advisors. His role as a Financial Advisor aligns with his passion for helping clients develop personalized portfolios to help them achieve their long-term financial goals.

Rich graduated Cum Laude from Harvard University, where he played lacrosse, and then earned his MBA at Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.

Areas of Experience

• Wealth Management
• Financial Life Planning
• Investment Guidance
• Portfolio Management
• Portfolio Construction
• Retirement Planning
• Education Planning
• Risk Management

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. 

Jen began her second career as a Financial Advisor in 2008, and she has been helping clients toward achieving their long-term financial goals since then. She brings a range of experiences to her position as a Financial Advisor at Liberty Wealth Advisors. Jen has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans. Jen has attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation.

Prior to her career change into the finance industry, Jen earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. She worked in the mortgage and manufacturing industries, leading teams and improving products and processes. She is a Six Sigma Black Belt and obtained her Quality Engineer Certification through the American Society of Quality.

Areas of Experience

• Wealth Management
• Financial Life Planning
• Investment Guidance
• Retirement Planning
• Retirement Distribution Planning
• Investment Tax Guidance
• Education Planning
• Risk Management

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. 

Ashley Scott has been with the firm since 2018. She is a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ certification and has worked in the Insurance and Financial Services industry since 2013. Ashley enjoys developing deep relationships with clients, understanding each client's individual needs, and providing them with a personalized experience.

Ashley’s role as a Financial Advisor is aligned with her passion of helping others achieve their long-term financial goals. She is committed to the Servant Leadership culture embodied by Liberty Wealth Advisors and believes in our long-term strategic investment approach.

Ashley has a Bachelor of Business degree in Marketing from Davenport University, where she also played volleyball. Based in the metro-Detroit area, Ashley enjoys spending time with her husband, two daughters and four dogs!

Areas of Experience

• Investment Guidance
• Retirement Planning
• Retirement Distribution Planning
• Client Relationship Management
• Account Distributions and Contributions
• Account Openings and Transfers
• Cash Requests
• Required Minimum Distributions
• Financial Industry Operations

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. 

Dawn has over 20 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional. She is thrilled to be a part of the Liberty Wealth Advisors team and loves forming enduring relationships with our valued clients. Her goal is to make clients feel comfortable asking any questions about their finances and confident in achieving their long-term financial goals.

Prior to joining the Liberty Wealth Advisors team in 2021, she was at a major investment firm working to spearhead the adaptation of new technology and developing strong relationships with clients.

Her passion for Servant Leadership – placing the needs of the client and the team before one’s own – makes Dawn a valued teammate for both the Liberty Wealth Advisors^® team and the clients she serves.

Dawn also served for three years as a branch manager for a credit union in Japan, coordinating and supervising the overall operations for the branch.

Dawn holds her Series 66 designation and graduated with Honors from the University of Delaware with a Bachelor of Science in Business Administration. Dawn resides in Delaware with her husband, two children, and dog.

Areas of Experience

• Client Relationship Management
• Wealth Planning
• Investment Guidance
• Retirement Planning
• Retirement Distribution Planning
• Tax Planning
• Account Distributions and Contributions
• Account Openings and Transfers
• Cash Requests
• Required Minimum Distributions
• Financial Industry Operations

Logan has over 9 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. His passion for Servant Leadership makes Logan a valued teammate for both the Liberty Wealth Advisors® team and the clients he serves.

Prior to joining Liberty Wealth Advisors in 2022, Logan worked for leading international firms, specifically in the Wealth Management space. Logan served clients in Beverly Hills, California and later Savannah, Georgia when he and his family relocated to South Carolina. During this time, Logan valued the trust he earned from clients by being a reliable and empathetic partner in their evolving lives. 

Logan holds his Series 66 designation and graduated from San Francisco State University with a Bachelor of Science in Business Administration. Logan enjoys living in the South Carolina Lowcountry, with a passion for outdoor activities, such as boating, paddle boarding, hiking and running. He is joined in these activities with his wife, Courtney and occasionally, with his 5 dogs.

Areas of Experience

• Client Relationship Management
• Wealth Planning
• Investment Guidance
• Retirement Planning
• Retirement Distribution Planning
• Tax Planning
• Account Distributions and Contributions
• Account Openings and Transfers
• Cash Requests
• Required Minimum Distributions
• Financial Industry Operations

Anna Stozek is a Senior Registered Client Service Specialist and an integral member of the Liberty Wealth Advisors team. She is the face of our firm in our Connecticut office, and a leader in our Client Services group who takes pride in the strong relationships she builds with all our clients. Her valuable assistance across a wide range of critical tasks has made her a vital part of our team for over 14 years. Anna is often the first point of contact when clients call our Connecticut office, and she ensures our clients’ needs are met with professionalism and efficiency.

Our clients value their strong relationships with Anna and appreciate her depth of knowledge. Among other responsibilities, Anna has extensive experience with client relationship management, financial industry operations, financial services technology, setting up new client accounts, processing paperwork, cashiering and handling securities, and planning office events.

Anna exemplifies our Servant Leadership philosophy by always placing the needs of our clients and our team ahead of her own and leading by serving others.

Anna graduated from Western Connecticut State University School of Business Management. She enjoys spending time with her husband and daughter.

Areas of Experience

• Client Relationship Management
• Account Distributions & Contributions
• Account Openings & Transfers
• Financial Industry Operations
• Financial Services Technology
• Cash Requests
• Required Minimum Distributions

Leah Heide is a Senior Client Service Specialist and sits in the Stamford Connecticut branch of Liberty Wealth Advisors. She acts as support guru for both the financial advisors as well as our clients. Leah has a strong commitment to customer satisfaction and will troubleshoot any issues that arise with accuracy and understanding.

With over 18 years in the financial services industry, it’s been Leah’s passion to help people no matter what the role. Prior to her joining Liberty Wealth Advisors, she worked at two large international firms on the operational side, the managerial side and as a registered client specialist. But it’s in her newest role here at Liberty Wealth Advisors that she’s most enthusiastic about.

Leah attended the University of Connecticut and is a member of the Alumni Association. She is actively involved in many charities, most recently on the Board Development Committee for the Girl Scouts of Connecticut. Leah currently resides in Stamford with her husband and their two children.

Areas of Experience

• Client Relationship Management
• Account Distributions & Contributions
• Account Openings & Transfers
• Financial Industry Operations
• Financial Services Technology
• Cash Requests
• Required Minimum Distributions

Scott Palazzolo joined Liberty Wealth Advisors in March of 2026 as a Senior Client Service Specialist and is located in our Royal Oak, MI office. Scott has over 22 years of experience in the wealth management industry. A majority of Scott's professional experience is in trust administration for an ultra-high net worth clientele. Scott is skilled at assessing client needs, maintaining client relationships, developing innovative solutions, and delivering exceptional service.

Scott graduated from Oakland University in 2004 with a Bachelor of Arts degree. He holds a major in art history (with a focus on Italian Renaissance art), and a minor in journalism.

Outside of work, Scott enjoys spending time with his close-knit family and is an avid sports fan. He also enjoys travelling (most notably to New York for his beloved Yankees), reading, and living an active lifestyle.