--- title: "Employee Spotlight: Get To Know Annie Daczko" description: Discover why every millennial needs a ‘Life CFO’—a financial guide who aligns money with your goals, navigates life transitions, and builds long-term wealth. image: https://blog.emvisioncapital.com/hubfs/Employee%20Spotlight%20-%20Annie%20Daczko.png --- Menu [Investor 360 Client Portal](https://signon.advisor360.com/as/authorization.oauth2?response_type=code&access_token_manager_id=jwt&AuthParam=SQL&client_id=Investor360&pfidpadapterid=i360Idpadapterid&isI360=true&redirect_uri=https://www.investor360.com/Login/login&state=null) [** ](https://www.facebook.com/EmVisionCapitalAdvisors/) [** ](https://www.linkedin.com/company/emvision-capital-advisors/) [** ](mailto:info@emvisioncapital.com) [ (330) 954-3770 ](tel:3309543770) # [![EmVision Capital Advisors](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers.svg "EmVision Capital Advisors")](https://emvisioncapital.com/) # Employee Spotlight: Get To Know Annie Daczko * Published by Johnathon Opet * We’re excited to highlight someone whose friendly energy and helpful spirit make a difference in our office every single day: Annie Daczko, our Executive Assistant and Client Service Specialist. ## The Organization That Keeps Us Moving If you’ve interacted with our leadership team or reached out to our office for support, there’s a good chance Annie has played a role in making things smoother, quicker, or simply more enjoyable. She supports the day-to-day operations of our C-suite, keeps complex calendars organized, helps manage paperwork behind the scenes, and ensures our communication with clients stays clear and timely. Her kindness shows through in every interaction, and her organization helps keep all of us at our best. ## A Background Built for This Work Before joining EmVision, Annie spent five years at Northwestern Mutual as Executive Assistant to the Managing Director. With a major in Advertising and Public Speaking and a minor in Finance from the University of Toledo, she brings a rare blend of communication strength and industry understanding—one that fits our team and her role perfectly. ## What Drew Her to EmVision When Annie first connected with EmVision, she was drawn to our sense of community and the intentional way we approach both our work and our relationships. Today, she’s a big part of what makes our team feel grounded, coordinated, and genuinely welcoming. Her positive, upbeat personality adds warmth to our office, and her willingness to jump in and help—no matter the task—has made her an invaluable teammate. ## Life Outside the Office Outside the office, Annie enjoys cooking, baking, hiking, and traveling. As a lifelong Aurora resident, she is deeply rooted in family. She cherishes time with her loved ones, especially her three nephews and niece. She also looks for ways to give back to the community she grew up in, which aligns beautifully with the values we hold at EmVision. ## Why We’re Grateful for Annie We’re grateful to have Annie in the EmVision family. Her helpful nature, happy disposition, and steady organization bring so much to our team and to the clients we serve. If you haven’t met her yet, we hope you will soon. You’ll understand immediately why we’re so glad she’s here.   **Johnathon Opet, CFP® **is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at [info@emvisioncapital.com](mailto:info@emvisioncapital.com). *Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through EmVision Capital Advisors, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Registration as an Investment Adviser does not imply any level of skill or training.* #### SHARE [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.emvisioncapital.com/employee-spotlight-get-to-know-annie-daczko&src=sdkpreparse) #### EmVisionblog ## welcome [![Why Every Millennial Needs a “Life CFO” (and What That Actually Means)](https://blog.emvisioncapital.com/hubfs/Why%20Every%20Millennial%20Needs%20a%20%E2%80%9CLife%20CFO%E2%80%9D%20(and%20What%20That%20Actually%20Means).png) ###### Why Every Millennial Needs a “Life CFO” (and What That Actually Means) If you’re a millennial, you've probably heard every financial message under the sun such as: "Stop buying lattes.” “Invest in crypto.” “Max out your 401(k).” “Own a home—no, wait, renting is smarter.” ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/why-every-millennial-needs-a-life-cfo-and-what-that-actually-means) [![It's a Topsy-Turvy World: What Today's Markets Volatility Really Means for Investors](https://blog.emvisioncapital.com/hubfs/Its%20a%20Topsy-Turvy%20World%20What%20Todays%20Markets%20Volatility%20Really%20Means%20for%20Investors.png) ###### It's a Topsy-Turvy World: What Today's Markets Volatility Really Means for Investors If the market has felt a little chaotic lately, you’re not imagining it. Between geopolitical tensions, shifting expectations around interest rates, mixed economic data, and ongoing conversations around inflation and artificial intelligence,... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/its-a-topsy-turvy-world-what-todays-markets-volatility-really-means-for-investors) [![What Are Trump Accounts & How Could They Fit Into Your Family's Financial Plan?](https://blog.emvisioncapital.com/hubfs/What%20Are%20Trump%20Accounts%20%26%20How%20Could%20They%20Fit%20Into%20Your%20Familys%20Financial%20Plan.jpg) ###### What Are Trump Accounts & How Could They Fit Into Your Family's Financial Plan? New legislation passed in July 2025 created a new type of government-funded investment account commonly referred to as “Trump Accounts.” Despite the name, these accounts are best understood as a long-term savings tool designed to help children begin... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/what-are-trump-accounts-how-could-they-fit-into-your-familys-financial-plan) [![Icon_feather-phone](https://blog.emvisioncapital.com/hubfs/Icon_feather-phone.svg) (330) 954-3770 ](tel:3309543770) [![Mail](https://blog.emvisioncapital.com/hubfs/Icon_material-mail-outline.svg) info@emvisioncapital.com ](mailto:info@emvisioncapital.com) ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 251 W. Garfield Rd. ​Suite 155 Aurora · OH · 44202 ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 1954 Hubbard Rd. Madison · OH · 44057 ## Contact us [![Brokercheck_Logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/Brokercheck_Logo.png?width=119&name=Brokercheck_Logo.png "Brokercheck_Logo")](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) [![riskalyze_0](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/riskalyze_0.png?width=86&name=riskalyze_0.png "riskalyze_0")](https://brokercheck.finra.org/?ref=forexcuratorcom%20%20) [![investor360-logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/investor360-logo.png?width=119&name=investor360-logo.png "investor360-logo")](https://emvisioncapital.com/riskalyze-web/) ###### [Form CRS: Client Relationship Summary](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) Securities and advisory services offered through Commonwealth Financial Network®, member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/), a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Copyright © 2022 EmVision Capital Advisors. All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Johnathon Opet", "url" : "https://blog.emvisioncapital.com/author/johnathon-opet-cfp" }, "dateModified" : "2025-12-02T11:48:03.591Z", "datePublished" : "2025-12-02T11:48:03.000Z", "headline" : "Employee Spotlight: Get To Know Annie Daczko", "image" : [ "https://blog.emvisioncapital.com/hubfs/Employee%20Spotlight%20-%20Annie%20Daczko.png" ], "mainEntityOfPage" : { "@id" : "https://blog.emvisioncapital.com/employee-spotlight-get-to-know-annie-daczko", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject" }, "name" : "EmVision Capital Advisors" } } ```