After taking a break from the corporate world for 7 years to be a stay-at-home mom, Angela began her career in financial services when she joined Mark’s team in 2007. She enjoys providing guidance to clients to help ensure their overall financial success and well-being. Angela takes pride in cultivating strong client relationships through superior servicing.
As a wealth advisor, Angela believes in a holistic approach to financial planning. She is responsible for investment strategies and implementation. She understands that there is no cookie-cutter solution that applies to everyone. Each client needs recommendations that are specific to their personal needs and goals.
Angela enjoys spending time with her family, especially her college-aged son and their new rescue puppy. She is a lover of all things in her native state, North Carolina, especially the beaches and Carolina Panthers. On a Fall weekend, you are likely to find her visiting a Virginia winery with friends.
Angela is a graduate of the University of North Carolina at Asheville with a Bachelor of Science degree in Business Administration. She holds the CFP™ and CDFA® designations.