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.
Areas of Influence
- 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.
Credentials
- LPL Investment Advisor Representative (Securities Licenses 7, 63 and 65 held through LPL Financial)
- Licensed in Life, Health and Long-term Care Insurance
- Certified Divorce Financial Analyst®