Business owner, volunteer, LEO wife and mother, Angie is highly organized and is accustomed to managing multiple responsibilities. Angie believes relationships are the foundation of success and loves getting to know her clients. She comes alongside her clients to help them create a plan, not just on a professional level but a personal one as well. Build a connection, set your goals and reach success with Ancora Wealth Partners.
Planning for Law Enforcement Professionals & Their Families.
Planning for State Employees, Working Class & Agricultural Professionals.
Divorce Transition & Settlement Planning.
Longevity & Life Transition Planning.
Small Business Retirement Planning.
Planning for State Employees, Working Class & Agricultural Professionals.
Divorce Transition & Settlement Planning.
Longevity & Life Transition Planning.
Small Business Retirement Planning.
Investment Advisor Representative
(Securities Licenses 7, 63 and 65)
- Licensed in Life, Health and Long-term Care Insurance
- Certified Divorce Financial Analyst®
Kasey N. Coffey
Practice Business Coordinator
Kasey joined the Ancora team in 2023. She has over 5 years of customer service experience and several years of accounting and finance background. She provides assistance in marketing, research, gathering data and updating client financial plans. When not at work she prioritizes spending time with family, or relaxing at home with her husband Trevor and their two dogs, Lucy and Ricky. Her favorite places are either deep in the mountains or at the northern Outer Banks.
Melissa Spoon
Office Manager
Melissa has over 35 years of customer service management having spent 27 years with Wells Fargo Corporation before joining Raymond James in 2015. She provides operational expertise to our team while cultivating relationships and providing an outstanding client experience. In her free time, Melissa enjoys reading, baking and relaxing by the lake or the Outer Banks with her husband and their labs, Hank and Brandy.
Kyle Pickard
Client Advocate
Kyle joined the Ancora team in 2018. In her role as Client Advocate, Kyle focuses on managing client relationships, meetings and event planning. Kyle is a native of Alamance County and it is where she and her husband Ronald (of over 40 years) raised their two sons, Cregg and Jason. She is an extreme animal lover which includes her three dogs and cat.
