At Magnolia Financial Strategies, we don’t find any one household with the same financial situation as another, so we tailor our recommendations to the unique goals, income, and assets that are available with added consideration to: tax status, retirement objectives, health, and desired family legacy. After attending one of our complimentary meetings, we believe you will see how much care we take in helping you through the process of strategic retirement planning tailored specifically to you and your needs.
Annetta Carter
CEO AND FINANCIAL PROFESSIONAL
With 31 years of service in the financial services industry, Annetta Carter is focused on helping people create strategies that help them retire confidently. The entire spectrum of retirement is considered in Annetta’s services for pre-retirement and retirement clients.
Annetta entered the financial services industry in 1990 by obtaining her insurance license . She has also passed the series 65 and holds her CLTC designation, which is a certification for long term care. . During her career, she worked for MetLife/MetLife Securities, Prudential/Prudential Securities, and Securian Financial.
Annetta has been married to Mark, a pastor and her high school sweetheart, for 40 years. They have one son, Jacob, and daughter-in-law, Ari. Her hobbies include reading, boating, kayaking, traveling, and leading worship at their church.
Denise Cannady
CLIENT SERVICE REPRESENTATIVE
Denise joined Magnolia Financial Strategies in April 2021 as a Client Services Representative. Her office experience, attention to detail, and desire to help others make her a great asset to this company. Before joining MFS, she spent 29 years in the oil and gas industry as well as a few others.
Denise was born and raised in southeast Kansas but has lived the last 14 years in east Texas. She married her husband, Gary, in 2008, each bringing a son to their family. Together, they enjoy their grandchildren and one great-granddaughter.
Along with spending time with family and friends, Denise enjoys traveling, camping, cooking, cake decorating, crafting, and helping others.
Meet with Annetta Carter of Magnolia Financial Strategies
Take the next step in your retirement journey with Magnolia Financial Strategies. Fill out the form below to schedule a consultation.
"*" indicates required fields
