“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’s Story
Angie prepares individual, trust, and gift tax returns and projections for Truepoint clients. She started her career in the financial services industry at Charles Schwab. Following that, she worked for a fee-only advisor, where she became interested in holistic financial planning. After staying home to raise her young children, Angie worked part-time as an accountant before joining Truepoint. Angie looks forward to coming to work every day and appreciates her team’s collegial, supportive, and fun attitude—even during the busy tax preparation season.
A resident of Ross Township, Angie leads a busy life outside the office with her husband and two kids. She enjoys gardening, hiking, and kayaking and spends many weekends cheering on her kids at swim meets and cross country races. She loves to relax in the mountains near Brevard, North Carolina, where she hopes to retire.
Specialties: tax planning, tax preparation