When it comes to helping clients with the everyday tasks involved in financial planning, Angela is a key point of contact for our firm. She ensures nothing falls through the cracks, assisting clients with a variety of administrative tasks including account intake, money movement, and scheduling. With more than two decades in the industry and 14-plus years with our practice, she is adept at collaborating with both clients and advisors to ensure their needs are met in a timely, efficient manner. Her goal is to cultivate an environment where clients are well cared for, happy, and in the best possible position to meet their financial goals.
Outside the office, Angela loves spending time with her husband and grandchildren. She is also a major college football fan and roots for the Michigan Wolverines (much to Lowell’s chagrin). In the fall (her favorite season), you can count on her to spend a few moments each week debating football with our firm’s number one Ohio State fan.