Angela brings over 10 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.
Prior to her role as a relationship manager, Angela served as an administrator to our estate settlement unit. There she worked closely with various trust and estate attorneys along with CPA’s to facilitate the implementation of post-mortem planning.
Angela is a graduate of Cannon Financial Institute Trust School and is working to obtain her Certified Trust and Fiduciary 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.