About
We believe in doing the right thing. To us, the right thing is making sure our clients won't have to worry about their finances. That they won't have to wonder if the lives they see for themselves, and their families, is possible—they'll know it is. That's because the financial strategies we recommend are based on each client's life and priorities, and every financial plan is specifically designed to help them reach their unique goals.
Meet Your Financial Advisor
Annie Tek is committed to helping you get closer to your dreams. When you partner with her, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. Annie strives to provide you the best experience possible.
Realtor® Benefits
NVAR provides members with strategic insights and financial acumen essential for informed decision-making in the complex real estate market with its affiliate partners.