About Me

Annabel's primary responsibility is to maintain a professional and organized environment that allows Todd to devote his full attention to clients and their investment planning.

Annabel has spent her working career in the customer service arena. Before entering the financial services industry with Morgan Stanley in 2001, Annabel worked for a local estate planning attorney.

With two decades of client service experience, Annabel manages the day to day work flow of the office so that our clients receive a high level of personal service. Annabel is the first person clients call when they have operational questions about their accounts. She will ensure that the appropriate member of our team promptly responds to your query.

Annabel is bi-lingual and was born, raised and currently lives in Oxnard. She is also a Notary Public and provides this service to our clients free of charge.

In her spare time, Annabel enjoys family time with her husband Ricardo and has two children, Ricardo and Anissa. She enjoys traveling, family, and attending professional soccer, football and boxing events.