Angie brings extensive experience in financial operations, team leadership, and client service to Strategic Planning Group. Her well-rounded background in portfolio management, compliance, and client onboarding, along with her strategic mindset, makes her an exceptional asset to our firm. Angie’s ability to streamline processes and mentor rising professionals demonstrates her strong commitment to both operational excellence and team development.
Outside of work, Angie loves to travel and explore new places. She enjoys paddleboarding, attending ballet performances, and spending quality time with her three daughters. Her adventurous spirit and appreciation for meaningful moments reflect the care and energy she brings to everything she does.