With over 25 years of experience in the financial planning industry, Angela specializes in advising multi-generational families with shared family assets. She partners with clients to help answer a complex and deeply personal question: What does it mean to manage financial success across generations?  

Angela is passionate about meeting clients where they are, helping them align their financial plan with their most deeply held values, and intentionally applying that understanding to the financial planning process. She finds a great sense of purpose in leading clients through the complex nature of their situations and helping them to move forward toward their vision of the future confidently and with purpose.  

Her advisory experience includes work with Fortune 500 executives, privately held business owners, family offices, and both large public and private family foundations. Angela brings the same disciplined, values-driven approach to planning to every relationship. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Advisor in Philanthropy® (CAP®). She earned her Bachelor of Arts in finance and economics from Central Michigan University and her Master of Science in Financial Services from American College.  

Angela lives in Columbus, Ohio, with her husband, son, and two dogs. Outside of the office, she is active in her church and enjoys spending time with family and friends, as well as engaging in outdoor activities.