Financial Advice That Makes the Complex Simple

Meet Angela

As our Client Service Administrator, Angela strives to ensure that every client has a positive, informed experience and enjoys their interactions with our team. Her persistence and ability to see things through to completion helps her excel in her role.

A graduate of New Mexico State University in Las Cruces, New Mexico, Angela has a degree in Finance with a minor in accounting. She pursued additional accounting learning through University of Maryland University College. Her education is nicely complemented by her experience within the financial services industry.

Outside of the office, Angela enjoys spending time with her family and attending concerts, sporting events, and traveling. She’s also active in animal rescue transport and enjoys creating a variety of arts and crafts.