Over the past 25 years, Annette has held a variety of administrative roles including some at large-scale, global corporations. When she came to Financial Synergies Wealth Advisors, however, she was seeking something different: the chance to work for a small, caring, tight-knit group.
As a Client Service Specialist, Annette opens new accounts, processes forms and applications for clients, and supports the various advisory teams. She enjoys helping clients, and getting to know them on a personal level.
When she’s not supporting our advisors, she’s volunteering at the Houston Animal Shelter. She loves cooking, listening to music, being outdoors, riding motorcycles, and spending time with her fiancé Scott, her son Seth, and their two cats, Jones and Butters.