Talk to us Meet Annie
What do you enjoy most about wealth management?
There is always something new to learn, whether it’s deepening my knowledge of the financial industry or learning more about the unique perspectives of the people I work with and serve.
What do you love most about being part of Aspiriant?
The sense of community that the culture here fosters. Everyone at the firm genuinely cares about each other and those we serve.
How should people think about their wealth?
As a tool that can help them build the life they’ve envisioned for themselves while also providing security and helping them make a meaningful impact—both in their own life and within the broader community.
What do you love to do outside of work?
I love trying new restaurants and often spend hours researching menus and reviews. Food is a true passion of mine, and New York City offers the perfect outlet.
What would you be doing if you weren't working for Aspiriant?
I’d probably be attending medical school. I studied biology on a pre-med track for two years before I pivoted to the personal finance major.
Bio
Annie joined the Aspiriant Wealth Management team in 2022. She works with people across all stages of life and has a passion for supporting individuals with complex planning needs. Annie takes pride in helping those she serves gain clarity and confidence in their long-term financial future.
In addition to her position at Aspiriant, she serves as the President Elect for The Financial Planning Association of Metro New York and the Vice President for the University of Wisconsin’s Alumni chapter in New York.
She has a bachelor’s degree in personal finance, with a minor in business fundamentals from the University of Wisconsin-Madison. In 2024, Annie obtained her Certified Financial Planner® certification.
Originally from Minneapolis, Annie now lives in Manhattan. Outside of work she enjoys Pilates, trying new restaurants, spending time in nature and hanging out with friends and family.
