Angie works closely with individuals, their families, trusts and charitable foundations to develop customized financial plans that are aligned with their personal goals and objectives. She is also very active in working with families that utilize Domani Wealth as their Family Wealth Office. As a CPA with significant tax and consulting experience, Angie applies this specialized knowledge to various aspects of client planning, including estate, gift, business ownership, wealth transfer, trust and foundation engagement.
Angie also works very closely with the firm’s Investment Strategy Group to align clients’ portfolios with their financial plans, goals, cash needs and appropriate risk levels.
As a member of the executive management team, she serves as Chief Operations Officer for the firm.
Angie truly enjoys working with clients to assist them in developing their personal goals and financial plans. She frequently says, “It is not always about the best financial answer. The plan and answers only work when you listen to your client’s personal goals. At Domani Wealth, a client’s success is also our success.”