Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Earlham College - Bachelor's of Arts

Awards & recognition

  • Messer, Rust & Burkert Advisors, Ameriprise Client Experience Award, 2020-2022

Professional associations

  • Greensburg Breakfast Optimist Club

Previous experience

  • Hilliard Lyons - Financial Consultant and Stock Broker, 11 years

Community participation

  • Past President - Decatur County Family YMCA
  • Proud member of the Greensburg Breakfast Optimist Club

Interests

Angie and her husband, Bryan have three young adult children who are still the top priorities in their lives. Miles and Drew have followed in their parents’ footsteps and own their own businesses, and Hannah is in college on track for a medical career.

Outside of the office, Angie likes walking and exercising, traveling (although she’s a homebody at heart), watching football, and low-key downtime with family and friends.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.