Back To Team

Annie Leible

Client Service Administrator

“For me, 'wealth without regret' means going to the places you want, spending time with the people you care about, making sure you tell them how much they mean to you, and – as cliché as it sounds – spending every day like it is your last.”

Annie helps clients with service matters by scheduling appointments, completing paperwork, answering questions, and helping with anything else they need. She enjoys getting to know clients and building strong relationships with them beyond just their financial plan. She loves finding out about their hobbies, getting to know their families, and bringing them joy in the midst of her day-to-day tasks.

When she is not at work, Annie loves to travel, and has quite the bucket list! Her favorite place she has visited to date is Oahu, Hawaii – she loved the mix of the city with beautiful beaches and great hiking spots.

Her dream vacation is to Mykonos, Greece, and she hopes to make that happen soon!

Annie Leible

Client Service Administrator

Tell us about something special from your youth.

I come from a small town in Missouri, and my family is very close-knit. I lived on the same street as my cousins and grandparents until I was 10 years old, so I spent every waking moment making unforgettable family memories.

Growing up there shaped my perspective on how important family is and formed the special relationships I have with my family to this day.

Share an interesting story about your family.

My childhood is filled with stories I could tell for hours. My cousins and I usually spent our time roaming the streets of our small town barefoot or at a family gathering at our grandparents’ pool in the summer, swimming until the sun went down.

We just recently sold my grandparents’ house after over fifty years of it being in our family. This was such a bittersweet occasion, but knowing another family gets to make memories there like we did makes it a little easier. This house and small town where I grew up will be something that I cherish forever.

What is the most important thing you’ve learned about helping other people?

I’ve learned that understanding where someone else is coming from is key. Every person has a different situation so being able to empathize and put yourself in someone else’s shoes is important.

What are you known for among your friends?

My friends know me as a dependable person who can make everyone laugh. I enjoy making their bad days better.

How do you spend your time outside of work?

I love traveling! I take any chance I get to go to a new place, experience new things, and create new memories. Other than traveling, I enjoy spending any quality time I can get with my whole family.

One of Vestia’s values is to model “wealth without regret.” What does this mean to you?

My view of wealth without regret took a whole new perspective on my recent family vacation. In January of 2018, my family and I went to Honolulu, Hawaii, which happened to be the same week Hawaii received the false alarm ballistic missile attack. When we received the notification on our phones, we decided to head to a coffee shop where sat and waited nearly 45 minutes not knowing what was going to happen.

I spent 45 minutes not knowing if there was a future and wondering if I had done every single thing I wanted to in my life so far. In that short – but also very long – period of time, I realized how important it is to truly live life to the fullest every single day.

I found myself realizing there were too many people I needed to tell how much I loved them but may not have the time to tell them. I think we spend so much time planning for the future, not realizing that we may not get a future, so why not do it now? Go to the places you want, spend time with the people you care about, make sure you tell them how much they mean to you, and – as cliché as it sounds – spend every day like it’s your last.

Qualifications
  • BA in Organizational Communication with a minor in Business Administration, University of Missouri
  • Multicultural Certificate, University of Missouri
Connect
Call | Text | Fax: 615-649-5350
Qualifications
  • BA in Organizational Communication with a minor in Business Administration, University of Missouri
  • Multicultural Certificate, University of Missouri
Published Writing
Connect
Email: aleible@vestia.com
Phone: 615-649-5350
Schedule a time to talk with Tom

Meet More of Team Vestia

View more team members

Client Service Administrators

At Vestia, Client Service Administrators do the heavy lifting of coordinating your entire financial life behind the scenes. They make sure you and your advisors know what needs to happen and when. They are the best first point of contact whenever you have a service question.

Meet Abbey
Abbey Keele
Client Service Administrator
Meet Lindsey
Lindsey Hanson
Client Service Administrator
Meet Jen
Jen Harkness
Client Service Administrator
Meet Annie
Annie Leible
Client Service Administrator
View more team members
View more team members

Negotiation Specialist

When it comes to contract negotiation, Total Value Maximization™ requires training on a multi-disciplined level.

Meet Greg
Greg Allen, MBA
Negotiation Specialist
View more team members
View more team members

Advisors

At Vestia, we approach things differently than most financial firms. There’s intentionally no majority owner with their last name on the door. Instead, we have a full partnership track much like a law firm or medical practice might have.

These outstanding advisors support the work of our partners.

Meet Kameron
Kameron Helmuth, CFP®
Financial Advisor
Meet Christy
Christy King
Support Advisor
Meet Joshua
Joshua Salway
Financial Advisor
Meet Riley
Riley Reimschisel
Support Advisor
Meet Chris
Chris Robbins
Support Advisor
Meet Jacque
Jacque Denson, AAMS®
Financial Advisor
View more team members
View more team members

Partners & Executives

At Vestia, nobody is on an eat-what-you-kill model. Instead, we desire to be the most collaborative firm in the world. As such we designed our entire infrastructure to support total collaboration.

In other words, when you work with one of us, you’re truly gaining support from all of us. This allows our advisors to specialize across various practice groups, so if they’re not the right advisor for you, they know one who will be.

Meet Brad
Brad Quick
President & COO
Meet Cameron
Cameron Heasley, CFP®
Partner
Meet Tommy
Tommy Martin,
CFP®, CPWA®
Partner & CEO
Meet Lauren
Lauren Oschman,
CFP®
Partner, CMO & CXO
Meet Andy
Andy Parker,
CFA®, CFP®
Partner & CIO
Meet Michael
Michael Trent, MBA
Partner & CTO
View more team members
View more team members

Office Administrators

Our back office cannot run without the outstanding team members and partners who make it happen day in and day out.

Meet Stacy
Stacy Sizemore
Chief Compliance Officer
Meet Angie
Angie Gallmeyer
Office Administrator, Corporate Headquarters
View more team members
x
  • This field is for validation purposes and should be left unchanged.