Annie Leible, FPQP®
CSA Manager
Email: aleible@vestia.com
Call | Text | Fax: 615-649-5350
Annie Leible, FPQP®
CSA Manager
Email: aleible@vestia.com
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
- Life Insurance, licensed agent
- Health Insurance, licensed agent
Annie leads Vestia’s Client Service Administration team, developing the team to ensure clients receive timely, thoughtful support throughout their experience with Vestia. She oversees the day-to-day service operations including client requests, onboarding, documentation, and workflow management and serves as a resource for complex client needs. Annie enjoys building strong relationships both with clients and her team while creating a service experience for clients that feels organized, personal, and genuinely supportive.
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!
One of Vestia’s values is to model “wealth that matters.” What does this mean to you?
My view of wealth that matters 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.
What is the most important thing you have learned about helping other people?