Team

With over 25 years of experience in the financial services industry, Angela is dedicated to delivering professional wealth management advice and knowledge to her clients. She received her Bachelor of Science in Finance from the Eller College of Management at the University of Arizona. Angela has continued her education through the College for Financial Planning, attaining her CFP® designation as well as her Master of Science in Financial Planning.

Angela is invested in providing unmatched service to her community. She is a strong advocate of financial literacy and improving overall financial wellness to her clients. As a Tucson native, Angela has spent most of her life in the area. An advocate for continuing education, Angela has served on the Board of Directors of the Southern AZ Estate Planning Council, Mentor for the CFP Board of Standards, and Adjunct Professor with the Personal and Family Financial Planning program at the University of Arizona. She enjoys spending her free time as a Volunteer Puppy Raiser for Canine Companions and attending local dog-friendly events with her mini-Labradoodle, Chico. 

Hi, I'm Chico! I like to go to the office with Mom and greet everyone. I'm very soft and people love to pet me and give me treats. Treats are the best! I'm always on my goodest boy behavior and give free doggie kisses if you ask!