Team Members

Founder & CEO

Annette brings 33 years of cumulative accounting, tax, financial planning & investing experience & holds two of the top three financial designations: CPA & CFP®. 

Annette began working full time in accounting & attending college at night in 1987 at age 18. She knew then that accounting & finance were her career goals. Her aptitude for accounting was so strong in fact that the college she was attending at the time paid her to tutor students in her own class. Annette, originally from Erie, Pennsylvania, relocated to Orange County, California in 1992, driving cross country alone & worked her way up in the corporate accounting & finance world reaching a senior accountant level all while attending college at night. In 1998 she graduated with her bachelor’s degree in Accounting from California State University Fullerton & immediately started her own accounting & tax consulting business, going on to obtain her CPA license in 2005, adding a CFP® license in 2008 & a Registered Investment Advisory Firm license in 2012. Throughout her career she has worked with hundreds of clients giving her a broad range of experience in designing customized financial, tax, investment & retirement plans. 

Annette has a passion for financial planning & investments, focusing on forming long term relationships with her clients. She works directly with high net worth clients to fully understand their unique financial lives indepth, tailoring financial advice to each client in order to fit their needs, everything from retirement planning to tax planning, investing & legacy planning. She is passionate about helping clients to reach their financial goals & educating them along the way. Annette's touchstone approach is to guide clients through every aspect of their financial lives.

Annette is a third generation Italian/American. Her grandparents emigrated to the United States from Pennapiedimonte, a small village in the Abruzzo region of Italy. Annette enjoys spending time with her daughter & husband, watching movies, reading, hiking & traveling.

Business Development Manager & Client Outreach

Brian is the firm's marketing, client outreach and business development manager. Brian's experience in the financial world started in government at the Pennsylvania State Treasury. Brian studied Business Administration and Sociology at Penn State University and Harrisburg Community College. 

Client Services &  Financial Paraplanner Qualified Professional™

Nichole is the firm's support staff, assisting in financial plans, administrative and client services. She completed the Foundations in Financial Planning certificate from the College for Financial Planning and is a  Financial Paraplanner Qualified Professional™.