We’re thrilled to introduce Annie, our new Financial Planner—though let’s be honest, she’s already less “new” and more “how did we live without her?”
Annie comes to us from Fidelity, where she spent the last 5+ years helping thousands (yes, thousands) of people build smart, sustainable financial plans. She’s worked with everyone from recent grads to retirees and brings a calm, confident energy to even the most complex financial conversations. She has the kind of level-headedness that makes market dips seem less… dramatic.
She’s currently working toward her CFP® designation and has started diving into client meetings here at Napier—getting to know people and making herself an indispensable part of our team. Annie’s already settled right in with the crew, not just because she’s smart and unshakeable, but because she gets what matters most: real relationships, real impact, and a financial plan that doesn’t blink when the market does.
When she’s not at the office, you’ll probably find Annie skiing, hitting the beach, cooking, tracking the Bruins, or hanging out with friends, her boyfriend, and family (including Kallie, her beloved goldendoodle). She’s got a love of travel and a habit of finding the best restaurant in any city she visits.
We’re thrilled to have her onboard, and we’re pretty sure you’ll enjoy working with her as much as we do.
