Annie joined NEPWA as an intern in 2024 and became a full-time Associate Wealth Advisor in July 2025. She supports senior advisors with client material preparation and planning engagements while continuing to broaden her skills across the firm’s disciplines.

Annie values getting to work with such a fun and supportive team and enjoys constantly learning new things.

Annie grew up in Newton, MA, and earned her undergraduate degree at IE University in Spain. She enjoys traveling, walking her dog, spending time in Maine with family, and playing softball.