Meet Annette
Annette offers more than 20 years of experience as a Certified Public Accountant. Prior to joining Carson Wealth, Annette gained experience including 10 years of tax and transactional accounting with a local CPA firm, 7 years of various banking, including corporate accounting, credit analysis and commercial lending, and most recently 7 years of accounting in a family office of a real estate and oil and gas investor.
Annette holds a Bachelor of Business Administration in Accounting from West Texas State University. She is a member of the American Institute of CPAs, the Texas Society of CPAs, and the Panhandle Chapter of CPAs.
In her free time, Annette and her husband, Jim, are part of the St. Mary’s Catholic Church where she has served on the Finance Committee for 15 years. Annette enjoys traveling with her girlfriends and keeping up with her three children.
* This firm is not a CPA firm. Tax services are not available through CWM, LLC or Cetera Advisor Networks LLC.
Favorite food:
Cinnamon rolls from Nordic Alley
Best piece of financial advice received:
Start saving for retirement with your first paycheck
If Annette could meet anyone, past or present, it would be:
Pope Francis
If Annette could meet anyone, past or present it would be:
Pope Francis
Favorite book:
Any mystery/suspense novel
Favorite movie:
Casablanca
What motivates Annette:
Her family
Something on Annette’s bucket list:
Go anywhere in Europe
Biggest accomplishment:
Passing the CPA test!
