Annette Tate

Administrative Assistant

Annette Tate

When clients visit our office, Annette’s is the first friendly face they see. Since joining SIA in early 2022, Annette has focused on building strong client relationships to ensure that clients are always connected to the tools and information they need.

Annette has spent many years providing care in the veterinarian centers and retail managing H&M stores. This care has carried on to SIA with calling on clients to setup meeting with advisors here and ensuring you are taken care of once you come into the office.

Southwest Investment Advisors