Annie Heller

(Pronouns: she/her/hers)

As a Client Service Associate, Annie works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Annie works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Annie is intentional, process driven, and committed to enhancing our clients’ lives by providing worry-free solutions to some of their daily stressors.

Annie graduated from Gonzaga University (go zags!) with a Bachelor of Arts in Special Education with an endorsement in English Language Arts. She was previously a special education teacher working mainly with high school and college/transition aged students for 8 years. She also has a background in retail work from being a sales associate up to assistant manager positions for about 10 years.

MOST TREASURED THING I OWN

It’s a toss-up between my Kindle or my cat – depends on the day.

HOBBIES

I enjoy exercising (indoors), cooking, reading fantasy, and unfortunately, shopping.