Annie Baumberger, EA
Registered Representative / Enrolled Agent
Annie Baumberger is a Registered Representative, and Enrolled Agent with Zappitelli Financial Services. She became an accountant for Zappitelli Financial Services in May of 2009, after graduating from Notre Dame College. While attending Notre Dame College, she obtained her bachelor’s degree in Accounting and Management. She graduated with honors and was a member of the Women’s Fastpitch Softball Team.
Annie has been managing the Willoughby, Ohio Office location for Zappitelli Financial Services since its inception in 2010. She quickly realized how much she enjoys working with clients and assisting them with their tax and financial needs. This motivated her to obtain her licensing and certifications to further assist her clients, just like how her father and uncle had been doing for decades prior. She obtained her licensing in November of 2014 and has been working with her father and siblings on the Wealth Management side of the business ever since.
In addition to working in the family business, Annie’s favorite things in life are being with her husband Seth, whom she married in October of 2012 and her two sons, Cameron and Andrew. She loves being a wife and a mom more than anything.
In January of 2015, she started her own business as a Cleveland Pro Makeup Artist. She works as an onsite-makeup artist for brides in the Cleveland, Ohio area. Makeup Artistry is a passion of hers, and she absolutely loves working with brides on their big day.