In her role, Annie collaborates with financial advisors, wealth managers and other professional advisors to help them maximize their clients’ charitable dollars and build charitable legacies across multiple generations.

Prior to joining the Community Foundation team in 2023, Annie was a financial advisor, guiding individuals and families through their most important financial decisions, including setting aside assets for charitable giving.

• Position: Business Development Advisor
• Company: Greater Horizons
• Topics: Communicating About Wealth | Engaging the Next Generation | Financial Literacy | Impact Investing | Wealth Management | Women and Giving
• Country: USA
• State (If USA) - Hidden: Missouri
• City: Kansas City