Angela brings over 15 years of experience in wealth management and financial services to her role as Relationship Manager.
She became a Trust Officer and Relationship Manager in 2017, after years of experience as a trust liaison in estate settlement. She currently focuses on helping clients achieve their estate planning goals and cultivates long-term relationships with their families. Angela specializes in managing complex trust and investment relationships, estate planning, fiduciary responsibilities, and investment strategies, always aiming to provide personalized solutions that meet each client’s unique needs.
Angela is a graduate of Cannon Financial Institute Trust School and is working to obtain her Certified Trust and Fiduciary Advisor™ (CTFA™) designation.
A Southern California native, Angela was born in Lakewood and raised in East Long Beach where she currently resides. She and her husband of more than 20 years have two children. In her free time, Angela enjoys watching her children play competitive golf and baseball.