Angie loves serving clients and helping them create a plan to pursue their goals. This is what led her to become an advisor and has kept her in the industry for nearly 30 years. Angie received her bachelor’s in Business Administration with a concentration in Finance from UNC Chapel Hill. Her licenses and designations include Series 7, 63, 31 and 9/10 through LPL Financial, along with Certified Financial Planner. Angie’s go-to financial advice is not to wing it, but rather have a plan in place.
Away from the office, Angie enjoys golfing and cheering on sports teams in the Charlotte area with her husband, Jay. Together, they have three children and one Australian shepherd. She likes to volunteer at Habitat for Humanity and Junior Achievement and has fond memories of coaching softball, basketball, volleyball and soccer while her kids were growing up. Her favorite thing about working with clients is providing them confidence.