Chief Client Officer

As Chief Client Officer, 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