Director of Operations
Annah brings 14 years’ experience in financial services to Wise Counsel as Director of Operations. She brings professionalism and personal commitment to serving each client. Annah enjoys running the day-to-day operations at Wise Counsel and overseeing new business processing while providing proactive service to each of our clients. Working one on one with all our clients to effectively meet their needs comes naturally to Annah. As the primary client liaison, she strives to assist clients with their overall financial needs by trying to make things as easy as possible on the client when providing customer service. Annah’s attention to detail, excellent rapport-building skills and her natural vitality and energy make her a valuable member of the Wise Counsel team.
Annah and her husband relocated from Austin to Georgetown in early 2016. Shortly after the move, she joined Wise Counsel after spending the past 12 years serving in a similar capacity in another Austin based LPL Financial office.
Efficiency is the best value she can add to our team. If she can provide our advisors with best support they need to make their days the most productive, that is when our clients are best served.
Getting to know Annah
What’s your favorite food: Seafood
Hidden talent: I can juggle.
Favorite movie: Dirty Dancing
What motivates you: My husband and my team that I have the privilege of working with daily
Favorite holiday: Thanksgiving
Name something on your bucket list: Going to Bora Bora and staying in a hut over the ocean
Biggest accomplishment: Buying our first home