Financial Advisor

Angie is a Financial Advisor and Registered Representative with over 12 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.  Angie has earned her Series 7, Series 66, Series 53 and insurance licenses.  Continuing to grow personally and professionally is important to Angie; and she is currently enrolled in the American College for Financial Services and Fi360 to continue her education for the ongoing pursuit of helping others.  

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, and traveling.