Annie joined First Steps Financial in 2012 with over 20 years’ experience in the financial industry. Prior to joining First Steps, Annie was a Controller with a venture capital firm and a member of Merrill Lynch’s mutual fund accounting team. Annie is an Advanced QuickBooks Online ProAdvisor. She graduated from Rutgers University with a BS in Accounting and an MBA with a concentration in Finance. Getting your books organized and keeping it that way is her specialty. Annie enjoys spending time with her family traveling, watching movies and relaxing by the swimming pool.