Annette brings extensive value with a constructive lens to the clients she serves. For two decades, Annette has developed solutions and strategies to help her high-net-worth clients and their businesses, privately owned companies, private equity investors, and portfolio companies minimize their tax liability. She secures her clients' wealth and legacy as life events occur. Annette represents high-profile owners and businesses before the IRS and FTB. Before joining HCVT, she began her career at Deloitte where she led the Tax Practice Leader program and the New Generation Business Leaders series. She also served as the Individual Income Tax Competency Leader for the Los Angeles market.
Annette holds a Master of Business Taxation and bachelor’s degree in accounting from the University of Southern California. She is also a Certified Public Accountant in California and a member of the American Institute of Certified Public Accountants.