Annemarie knows the power of careful planning. An expert in retirement preparation, she has dedicated her career to understanding the complexities of 401(k)s, IRAs, pensions and everything in between. She has seen the positive impact of prudent planning on people’s lives and works to help customers understand the myriad trade-offs and competing priorities that can make the “dream of retirement” an attainable goal.
Annemarie began her career working with employee benefits and realized the significant impact she could have by focusing on retirement planning. She continued that focus through continuing education and earning several certifications including becoming an “Enrolled Retirement Plan Agent” with the IRS, a Qualified 401(k) plan administrator, and by being actively involved with the American Society of Pension Professionals. Her ongoing education expanded her ability to identify solutions in a highly complex field where near term decisions can affect a customer’s long-term ability to realize their goals.
Annemarie enjoys working as part of a team, working closely with Stock Yards Bank & Trust’s Investment Advisors and Portfolio Managers. Her collaboration ensures that customers receive holistic and comprehensive advice when navigating their long-term situation.
Annemarie is a Kentuckiana native and a graduate of Indiana University with a B.S. in Business Management. She lives in Indiana and enjoys traveling and spending time with her family.