Anneliese has worked in the financial services industry since 1995. She plays an integral part in assessing the unique financial planning needs of her clients and assisting them in their financial decisions. Anneliese is involved in all stages of financial planning, risk assessments, asset allocations, portfolio rebalancing, investment implementation, and portfolio monitoring for her clients. She is an Accredited Investment Fiduciary, Accredited Asset Management Specialist, and holds Series 7, 63, and 65 licenses.

• BS, psychology, Pepperdine University
• Graduate, College for Financial Planning
• Graduate, University of Pittsburgh, Center for Fiduciary Studies