Angie strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the client onboarding needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.
Angie enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive a high level of attention and support.
She also manages the client onboarding process, from opening client accounts to establishing client service plans. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team, Angie was an assistant team manager of Wealth at TD Ameritrade Institutional, Inc. She holds a bachelor’s degree in business administration from Texas Woman’s University.
Angie is originally from Fort Worth, TX, and now lives in Ashburn, Virginia. When not in the office, Angie enjoys volunteering, spending time with family, and planning vacations. She was also a member of Habitat for Humanity prior to moving to Virginia.