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For more than 13 years, Annette Simon has been helping successful individuals and their families better understand and manage their financial lives.

Annette is a leader in the growing fee-only wealth management field. Named one of Washingtonian Magazine’s financial experts at the “Top of their Game” in 2002 and again in 2009, Annette is a prominent member of the National Association of Personal Financial Advisors (NAPFA). She is a NAPFA-Registered Financial Advisor and has held leadership roles at the local, regional and national levels within the organization, serving for three years on the national board of directors. Annette currently sits on the board of trustees for the NAPFA Consumer Education Foundation, a non-profit organization dedicated to educating and helping consumers with their financial lives.

Until recently, together with her Garnet Group colleague, Veena Kutler, Annette wrote a monthly practice management column for Morningstar Advisor, a widely read resource for financial advisors. Journalists from a variety of publications including: Business Week, Investors Business Daily, Fox Online, Financial Planning, Dow Jones Investment Advisor, the Washington Post, the Baltimore Sun and Consumer Reports have consulted her in preparing articles on financial planning issues. Annette has been heard on National Public Radio’s Morning Edition and Marketplace shows and has appeared on WUSA-9 TV’s News. Reuters International asked her to participate in a series of financial planning pieces for local television news stations across the country. She speaks to associations and civic organizations on personal financial planning and related issues.

Annette holds an MBA from Yale University and a BA from Northwestern University. She is married, has three children and lives in Chevy Chase, Maryland.

Garnet Group is a Registered Investment Advisor with the Securities and Exchange Commission.

CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.