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.



Favorite food:

Greek and Mexican

Best piece of financial advice received:

Start saving early, even if it is only a couple dollars a week. When you get a pay raise, increase your savings by that amount.

Favorite quote:

“It costs nothing to be kind”

Favorite holiday:

New Years because it is a time to start fresh.

Something on your bucket list:

Road trip across the United States on the back roads.

Place you’d most like to visit:

This is a toss up between Greece and the Netherlands.

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