Angela has worked in the financial planning industry since 2000 giving her a wealth of experience. Angela’s responsibilities include all administrative issues, accepting and entering client orders, client seminars, marketing and financial planning. Angela has earned the Certified Financial Planner (CFP) designation and is committed to providing excellent client service for our clients.
Angela is married with two grown children, two granddaughters and one grandson. In her spare time, Angela and her family enjoy skiing, traveling, camping and their favorite – golfing.