Angie spearheads strategic relationships with CPAs, Business Owners, and Insurance Agents in order to identify opportunities to reduce tax liabilities and more advantageous investment options. Through concierge level service and developing relationships, Angie identifies candidates for substantial tax savings and prepares business owners to work with our partners; experts in these strategies. Our focus at Profectus Financial is to build long-lasting relationships so that we can continuously learn about our clients’ needs and provide optimal solutions to maximize wealth generation.
Angie has been in the industry for 8 years, and as such, has become an expert with client relationships and concierge level service. She serves as a primary point of contact for Profectus Financial and all day-to-day service issues and requests. Angie enjoys and excels in developing stronger relationships by maintaining frequent contact and addressing specific client needs.
“I feel my most important strength and specialty is having the skill set and knowledge to address issues associated with life-changing events and to be able to walk clients through each challenge they bring. This includes establishing a new account, and all the minor details involved in each,”
“My primary goal is to make clients feel secure in knowing that their needs and wishes are not only heard but addressed promptly,”
Active in her community, Angie volunteers at the Women’s Resource Center.
In her spare time, Angie enjoys traveling, exercise, yoga, reading, spending time with her family. She loves the outdoors, chocolate, coffee, and wine. She also enjoys baking as a past time.