Annette Kampf is an Associate Advisor at Whitnell. Her primary role is to provide technical support to the senior financial planning advisors.
Annette assists in the implementation of customized investment and financial plans for clients. She enjoys working through all the complexities that go into building a personalized plan. Additionally, Annette updates client portfolios to ensure they remain in balance with their targets. She is also a member of the tax team and assists in the preparation of clients’ tax returns.
Annette joined Whitnell in 2010 as a Jr. Financial Planning Coordinator. She has benefitted from having had the opportunity to work in various positions throughout the Firm.
Before joining Whitnell, Annette worked for RSM McGladrey. She holds a Bachelor’s in Business Administration from Illinois State University.