Empowering You to Make Educated Decisions.
“I feel that my diverse experience that I have gained over the past twenty years not only benefits in assisting our clients but also myself in that I can see things from their point of view and relate to them. My job is to support them in living the life they want to live, and show them they have the ability to dream.”
Annette offers more than 20 years of experience as a Certified Public Accountant. Prior to joining Carson Wealth, Annette gained experience including 10 years of tax and transactional accounting with a local CPA firm, 7 years of various banking, including corporate accounting, credit analysis and commercial lending, and most recently 7 years of accounting in a family office of a real estate and oil and gas investor.
Annette holds a Bachelor of Business Administration in Accounting from West Texas State University. She is a member of the American Institute of CPAs, the Texas Society of CPAs, and the Panhandle Chapter of CPAs.
In her free time, Annette and her husband, Jim, are part of the St. Mary’s Catholic Church where she has served on the Finance Committee for 15 years. Annette enjoys traveling with her girlfriends and keeping up with her three children.
* This firm is not a CPA firm. Tax services are not available through CWM, LLC or Cetera Advisor Networks LLC.
Cinnamon rolls from Nordic Alley
Best piece of financial advice received:
Start saving for retirement with your first paycheck
If Annette could meet anyone, past or present, it would be:
If Annette could meet anyone, past or present it would be:
Any mystery/suspense novel
What motivates Annette:
Something on Annette’s bucket list:
Go anywhere in Europe
Passing the CPA test!