A keen sportswoman, Annalise knows the importance of team work. Motivated by the satisfaction of contributing to a team’s success, Annalise is driven to help those around her be their best.

In a constantly evolving market, Annalise excels in finding new opportunities for her clients and implementing innovative strategies to combat new legislation.

Annalise values her relationships with clients and enjoys being part of their financial journey. The diversity of backgrounds and varying circumstances her clients have, allow her to extend her service offering and insight to best tailor their solutions. Annalise measures success through the happiness of her clients. Knowing she’s had a positive impact on someone’s life drives her.

Outside of work, Annalise can be found reading her favourite book or going to the theatre. She enjoys being swept up in a story and losing track of time.