Client Experience Specialist
Annelise brings over 18 years of banking experience and more than 30 years of customer service expertise to Integrity Wealth Advisors. Having joined Integrity Bank and Trust in October 2019 upon relocating from Austin, Texas, Annelise seamlessly transitioned to Integrity Wealth Advisors in February 2022.
In her pivotal role as the ambassador of Integrity’s first impression, Annelise is not only responsible for ensuring a positive experience for clients and guests but also plays a crucial role in the seamless orchestration of client meetings. Annelise’s expertise shines in efficiently managing calendars and taking charge of scheduling and coordinating client meetings. Her responsibilities span from handling simple to complex office tasks, including answering phones, scanning, photocopying, mailings, supply ordering, and sorting mail.
As a self-managed and self-motivated professional. Her mission mirrors Integrity’s overarching goal of making an enduring impact on the community. Annelise is dedicated to leaving a lasting impression on both external and internal clients, with a particular focus on contributing to the success and positive atmosphere of Integrity Wealth Advisors.