Our Team

Annie McNaughton

Client Services

Annie McNaughton brings over 15 years of client service experience in the Financial Planning industry to her role as Client Service Manager at Vista Financial Group. Known for her meticulous attention to detail and strong relationship-building skills, Annie is passionate about delivering exceptional service. She is dedicated to supporting Vista's Financial Advisers to help clients achieve their financial goals.

With a background in banking and extensive experience in financial planning, she is committed to addressing the team's needs. Annie's dedication and expertise make her a valuable asset to the Vista Financial Group. In her spare time, she enjoys reading biographies, watching the Geelong Cats play, body-boarding, walking, and dining out at nice restaurants.

Expertise
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