Annette originally worked for Michael at his firm Wealthstream Advisors, Inc., where she created financial plans and ran the firm’s investment management software. Annette expressed a desire to expand the firm’s planning services to a broader range of clientele, and was thrilled to create Clarity Investments + Planning with Michael to accomplish that goal.
A CERTIFIED FINANCIAL PLANNER™, Annette has also completed Level II of the Chartered Financial Analyst® designation. She is a member of the National Association of Personal Financial Advisors. Her areas of professional interest include portfolio management and behavioral finance, the study of how individuals make financial decisions.
After earning a Bachelor of Architecture with a Minor in Business from Pennsylvania State University, Annette spent several years in architectural design. Her search for a career that combined finance and a concrete way of impacting clients’ lives led her to financial planning.
After many years on the Upper West Side, Annette now lives in northern Westchester County with her husband and children. She enjoys fitness, reading and walks with their basset hound Gary.