Angie is a financial advisor with over 15 years of experience who values strong relationships with her clients and aims to provide the highest level of service through portfolio management, the implementation of potential tax minimization strategies, and income planning for retirement, including Social Security planning.  She has earned her Series 7, Series 66, Series 53 and insurance licenses. 

Angie enjoys opportunities to ‘give back’ and presents on the subject of financial planning to select UW-Eau Claire students. While away from the office, Angie enjoys spending time with her family, hiking, camping, kayaking, and traveling.