Annette, with over 20 years of experience in the financial services industry, has embarked on an exciting new chapter in her career at Perigon Wealth Management as Private Client Associate. Before joining Perigon, she worked for Hilltop Securities and Burford Brothers Wealth Management as a Client Service Associate. Her role as a liaison to Charles Schwab back office was instrumental in enhancing collaborative efforts and strengthening client relationships.
Annette finds joy in spending quality time with her family and friends. She has a passion for travel and exploring new destinations. When seeking a moment of tranquility, you can find her in her backyard oasis, on her beloved patio, where she finds solace and relaxation.