“I enjoy helping people find financial security and seeing them achieve their goals. It is important for me to do what’s in the clients’ best interests, but I also really enjoy being able to do something a little more than they expected.”
Angie handles tax preparation for Truepoint clients. She started her career in the financial services industry at Charles Schwab and later became interested in a more holistic approach to financial planning and started working for a fee-only advisor. “While I loved the work I was doing, I decided to take some time off to stay home with my kids. A few years ago, I went back to work by preparing taxes for a small CPA firm on a part-time basis.”
Angie earned her bachelor’s degree from Indiana University and achieved the CERTIFIED FINANCIAL PLANNER™ designation.
A resident of Ross Township, Angie leads a busy life outside the office with her husband and two kids. She enjoys a number of activities like gardening, hiking, kayaking, cooking, reading and raising backyard chickens.