Angela brings nearly 8 years of experience in wealth management and financial services to her role as Relationship Manager.
Currently, Angela is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. She provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Angela is a graduate of Cannon Financial Institute Trust School and is working to obtain her Certified Trust and Financial Advisor (CTFA) designation.
Angela is a Southern California native. She was born in Lakewood and raised in East Long Beach where she currently resides with her husband and two children.