My Team
I take customer service very seriously, and so does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment, make changes to your policy, submit a claim, or request any other service, please let us know,
We are happy to service your needs, and will respond promptly to your requests.
Annie Prentice
Annie joined our team in December 2021 after having been with Northwestern Mutual Arizona for the last 2 years as an Associate Financial Advisor. She grew up in Chico, California and went to UC Davis for her Undergraduate Degree in Civil & Environmental Engineering in 2011. She spent the next almost 10 yrs in Arizona, before being drawn back to Northern California and her family. Moving to a new city, Annie is excited to see what Sacramento has to offer and build a community here. Annie has her life and health insurance licenses, as well as Series 7 and 63 securities licenses. Annie, enjoys assisting our clients in understanding what is most important to them, tailoring financial plans to each individual’s uniqueness and delivering outstanding follow-through in the implementation of the process from start to finish. In her free time, Annie enjoys taking her dog, Diego, out on the trails for a run or hike, spending time with her very large extended family and being involved in several charitable organizations.
