Location

York, PA

Education

Associates Degree in Business Administration – York College in PA

Licenses

FINRA Series 6, 7, 63, 65, SIE; Pennsylvania Life/Health & Variable Annuity License

Bio

Angie is a life-long York resident, she joined Trusted Wealth Advisors in 2002 and transitioned to CWA in 2024. Her in-depth knowledge of the best ways to get things done is an invaluable asset to the firm, and her friendly nature makes everyone feel welcome. She enjoys working with clients and believes that making them feel comfortable and letting them know that as a financial advisor, she is here to answer their questions at any time which is very important for the client/advisor relationship.

Angie understands the complexities of divorce when determining and dividing marital assets, as well as the potential effects of divorce on budgeting and retirement goals.  She has extensive experience in assisting clients with this life changing event and moving forward to a secure financial future.

Outside of the financial advisement realm, Angie finds immense joy as a mom to her two children – Victoria, and Izaac (who is an active member of the U.S. Air Force). Angie cherishes moments spent with her family, close-knit circle of girlfriends, and with her significant other Gordon. One of Angie’s favorite places to unwind is at the family riverfront property on the Susquehanna River where she grew up. In her down time, you can catch Angie traveling, reading, and enjoying a game of golf.