Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
Zach is a recent graduate of the Business Management program at CSU San Marcos. He has worked in client facing roles in the financial services industry before (including as a Financial Advisor with Prudential Financial). Zach is FINRA Series 7and Series 66 licensed. In his spare time Zach enjoys cooking, getting together with friends and family, and living an active lifestyle with his wife, Kristina, and dog, Kali.
Annie began her career with Ameriprise in 2021 as a part-time assistant while pursuing her Finance degree at Cal State San Marcos, transitioning to a full-time role after graduating in 2024. She supports day-to-day operations, builds strong client relationships, and is a commissioned Notary Public. Annie lives in Carlsbad with her two dogs, Simba and Benny, and enjoys time with family and friends and staying active.
Notary Public
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