Wife | Licensed Financial Professional | Veteran | Sales & Marketing Leader | Financial Empowerment Through Education | CA License # 4255016

Owasso, Oklahoma, United States Contact Info
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About

Hello there! I'm Annabella, a dedicated financial professional and co-agency owner.

My husband, Daniel, and I are committed to building a strong client base the right way, through educational empowerment and needs-based financial solutions. With the incredible FinTech platform of GFI backing us, our mission is to ensure that EVERYBODY has access to the need-to-know about the one thing that controls our life: money.

Through our leadership development, service, and client management skills we have learned through military service, we are building a dynamic team of financial service workers; putting the SERVICE back into financial services.

We come from a military and cybersecurity background, with a combined 8 years of service. With a combined 10+ years of customer service and communication skills, we are able to ensure that everyone we meet with, whether we do business or not, is in a better place than they were before.

Services

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Contributions

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Activity

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Experience

  • GFI Global Financial Impact Graphic

    Licensed Financial Professional

    GFI Global Financial Impact

    - Present 1 year

    Remote

    My husband and I are agency owners on the GFI platform. Our team focuses primarily on cash value life insurance, indexed and tax-advantaged wealth accumulation, and estate planning.

    Paving the way in FinTech, GFI has given us the resources to be able to provide the services of a traditional financial advisor without taking a single penny from our clients. Between the first Inspirational Marketing in the industry to a revolutionary technology platform, I can say with full confidence every…

    My husband and I are agency owners on the GFI platform. Our team focuses primarily on cash value life insurance, indexed and tax-advantaged wealth accumulation, and estate planning.

    Paving the way in FinTech, GFI has given us the resources to be able to provide the services of a traditional financial advisor without taking a single penny from our clients. Between the first Inspirational Marketing in the industry to a revolutionary technology platform, I can say with full confidence every single family we meet with will be in a better place after just one call with us.

    When we’re not putting millions back into our clients’ pockets, we are coaching and developing top industry leaders to serve clients and pass down the torch of financial freedom and leadership. Our exponentially growing team of 10+ agents has put millions into American families and given the opportunity to become a financial professional and become financially free to hundreds of others.

    We are changing lives every single day. #GoForIt

  • World Financial Group (WFG) Graphic

    Financial Services Broker

    World Financial Group (WFG)

    - 10 months

    San Diego, California, United States

  • American Income Life Insurance Company Graphic

    Life Insurance Agent

    American Income Life Insurance Company

    - 5 months

  • Upwork Graphic

    Professional Freelancer

    Upwork

    - 2 years

    Remote

  • Chipotle Mexican Grill Graphic

    Cashier

    Chipotle Mexican Grill

    - 4 months

    San Diego, California, United States

  • Amazon Graphic

    Associate

    Amazon

    - 3 months

    San Diego, California, United States

  • US Navy Graphic

    Information Systems Technician

    US Navy

    - 2 years 9 months

Education

Licenses & Certifications

  • CompTIA IT Fundamentals+ Graphic

    CompTIA IT Fundamentals+

    CompTIA

    Issued
    Credential ID COMP001021957337
  • CompTIA A+ Graphic

    CompTIA A+

    CompTIA

    Issued Expires
    Credential ID COMP001021957337
  • CompTIA Security+ Graphic

    CompTIA Security+

    CompTIA

    Issued Expires
    Credential ID COMP001021957337
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities Graphic

    Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

    California Department of Insurance

    Issued Expires
    Credential ID 4255016

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