Garcia Wealth Management-Northwestern Mutual, has announced that Annie Beth Wheeler has joined the leading financial security company as Director of Operations. Wheeler has been in this role since June 2022.
In her new role, Wheeler oversees the firm’s operations in order to achieve the highest levels of productivity and profitability. Wheeler anticipates the office’s needs, plans its development, recommends changes as necessary and takes independent actions within. In managing advisors, Wheeler also oversees day-to-day operations of the firm.
“Annie Beth will bring a great deal of experience on the operations side given her time in the title industry. Her work ethic, integrity and dedication are in complete alignment with what our firm looks for in a leader,” Osmar Garcia, the CEO and Cofounder of Garcia Wealth Management, said. “She will help our firm continue to serve our clients well and allow for significant expansion in onboarding additional clients to the firm.”
Wheeler, before joining Garcia Wealth Management, worked as a real estate closer at Faulkner County Title. With experience working with financial institutions and realtors, Wheeler has talents in working with the public, providing the best possible customer service.
A native of Faulkner County, Wheeler spent a decade in the title industry, where she discovered her interests in investments and how life-changing those decisions can be. Wheeler lives with her husband, Jeremy and their two sons, in Conway.
For more information about Garcia Wealth Management, click here.
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