As Associate Wealth Manager at Summit Financial, Angela acts as our gatekeeper to ensure clients receive the attention and support they deserve. She works with the Senior Wealth Manager to monitor and review client accounts and address client requests. Angela also provides executive-level support to Neil and assists the Chief Operating Officer with compliance and business related projects.
Prior to joining the Summit team in 2016, Angela worked for a Registered Investment Advisor where she specialized in client services, data management, and portfolio reconciliation. She also spent 10 years as a Paralegal for a family law firm and for the Army National Guard.
Outside of the office, Angela and her family enjoy traveling, hiking, cooking, wine tasting, and watching live music.