Angie leads the operational initiatives across the practice and manages the systems and processes that support day-to-day client service, from communications and scheduling to onboarding and ongoing coordination with advisors.
Her career spans hospitality, client service and financial operations. She brings a people-first mindset to everything she does and is passionate about creating a welcoming, responsive experience for clients and colleagues alike.
Outside of work, Angie enjoys traveling, trying new wine, entertaining and spending time with her family. She’s a devoted Denver sports fan, a regular on the tennis and pickleball courts, and finds peace gardening and watching birds.
Favorite Book: Pride and Prejudice by Jane Austen