“I was drawn to Truepoint by the team culture, our fiduciary status, and the fact that we’re independently-owned. I’ve quickly learned that I love my job here at Truepoint and have no desire to be elsewhere.”
As a part of the Financial Planning team, Angela works closely with wealth advisors and financial planners to deliver an outstanding client experience. In her day-to-day, Angela handles meeting coordination, note-taking, and client follow-ups. Her other responsibilities include client data management, creating financial deliverables and preparing financial planning analyses including retirement projections, insurance evaluations, and education funding analysis.
Outside of work, Angela enjoys traveling, horseback riding, and cooking.
Specialties: financial planning, retirement planning