General Info

Angela’s client-driven approach to the financial planning process centers on developing a solutions-based plan tailored to your needs and goals. She focuses on protecting, growing, and preserving wealth at every stage of life and spends time getting to know you before developing a financial plan to enhance your life and legacy. Angela incorporates estate and tax-planning strategies and, when applicable, works hand in hand with other trusted professionals to best serve clients in an efficient, strategic manner. Throughout her process, she recognizes the importance of being flexible as well as adapting to the challenges you may be facing. She focuses on the total experience and will always go the extra mile to add value as a qualified advisor.