How I can help you: Angie supports both advisors and clients by coordinating financial services and providing a reliable, responsive point of contact for a wide range of client needs.
What makes me knowledgeable:With over 12 years of experience supporting advisors, Angie has become an integral part of the team. She holds her Series 7 securities license as well as life and health insurance licenses. She actively participates in continuing education to stay current in the ever-evolving financial services industry.
Getting to know me: Angie works remotely from California, where she and her husband, John, recently returned after spending 21 years in Colorado. During their time in Colorado, they raised their two daughters and enjoyed the beauty and lifestyle the state had to offer. With their daughters now grown—one in college and one working—Angie and her husband chose to return to their home state of California to be closer to and support their aging parents.