Annette D. Medley

    Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Group Benefits, Estate Planning, Financial Education

    Languages: English, German

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

    Born and raised in Frankfurt am Main, Germany, I always had a passion for helping others achieve their goals. I earned a degree in Business and Management. After college I started my career at HASCON Business Solutions, married a military service member and proceeded to raise four children while being stationed in various locations both here and overseas. I organized military support groups, was active as President of PTOs, coached soccer teams and even taught as a physical instructor. In 2006 we retired from the US Military and settled in beautiful Schertz, Texas. Since then, I have been an active member of the community, served as President of the Beethoven Kinderchor, taught German classes, but most importantly rediscovered my passion for helping others to achieve their financial goals. 

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    MassMutual South Texas

    Main Office

    10101 Reunion Place One Union Square, Suite 300
    San Antonio, TX 78216-4157

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