Angie has been with Wealth Planning for 11 years, joining the firm in 2008 as a Relationship Manager. She most values the relationships she has built with clients and their families. In addition to her role as Relationship Manager, she became the Vice President of Operations and finds it very rewarding to find and implement process efficiencies, learn about new technologies, and share and establish these processes with the WPC Team.
Angie earned her Bachelor of Science from Xavier University in 1998 and spent 12 years with a local financial institution as a Relationship and Branch Manager.
She and her husband take pleasure in watching their children in their various sporting activities and taking family vacations. They also enjoy hosting and spending time with their extended families.