Accountant

Annie graduated summa cum laude from Colorado Mesa University in 2024 with a degree in Public Accounting. She also holds a Bachelor of Science and previously built a career in Plant Molecular Biology, giving her a unique and rigorous foundation in data analytics, research methodology, and complex problem-solving.

At PBG Advisors, Annie leverages her analytical background to help clients navigate financial reporting, compliance, and tax matters with clarity and confidence. She is detail-oriented and thoughtful in her approach, working diligently to ensure accuracy while helping clients understand the broader financial picture. Annie is committed to continuous growth and is currently pursuing her CPA license as she continues to expand her technical expertise and deepen the value she brings to the firm’s clients.

Outside of work, Annie enjoys tending her lavender farm, cross-country skiing, and making homemade pasta — pursuits that reflect the same patience, precision, and care she brings to her professional work.

Accreditations

• Certified QuickBooks Online ProAdvisor