The investment world and process of investing can be frustrating at times. Angela's knowledge and pleasant personality make it all seem to disappear. Details and paperwork don't bother her and helping our clients "enjoy the process" is at the top of Angela's list of responsibilities.
Angela previously held securities licenses in the 2000's and is currently insurance licensed* since 2009. She works directly with clients as well as providing exceptional "back office support" to the registered representatives who work through our branch office. From properly processing new business... to getting year end tax reports... to calculating RMDs... Angela makes it all look so easy. Her "I'll do it for you" attitude makes it easy on our clients, staff, and representatives.
But don't be fooled by her calm demeanor. She has the knowledge to firmly apply "right over wrong" to make sure our clients are happy. She is trained and has experience with various products. Without her support we couldn't do it all without her.
You'll be hard pressed to find a better person for support with your retirement and financial planning concerns.
* Insurance products and services offered through Solutions Insurance & Financial Services. Angela and does not offer or sell securities. Solutions Insurance & Financial Services is not a subsidiary of nor controlled by Cetera Wealth Partners.